JBW
NVO

Journey Beyond Wealth’s Novo Nordisk NVO Stock Holding History

Journey Beyond Wealth’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,320
Closed -$628K – 32
2025
Q3 		$628K Buy
+11,320
New +$663K 0.52% 19

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Journey Beyond Wealth's NVO Position: Q4 2025 in Review

Journey Beyond Wealth sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 11,320 shares — an estimated $628K sold.

Journey Beyond Wealth first reported a position in NVO in Q3 2025 and held it in 1 quarter. The position peaked at $628K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Journey Beyond Wealth reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Journey Beyond Wealth sold 11,320 Novo Nordisk shares in Q4 2025, an estimated $628K.
  • Journey Beyond Wealth first reported a position in Novo Nordisk in Q3 2025 and held it in 1 quarter.
  • Journey Beyond Wealth's Novo Nordisk position peaked at $628K in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Journey Beyond Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.