KFS
NVO

Kaizen Financial Strategies’s Novo Nordisk NVO Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-3,354
Closed -$231K – 162
2025
Q2 		$231K Buy
3,354
+372
+12% +$25.3K 0.12% 131
2025
Q1 		$207K Buy
+2,982
New +$246K 0.12% 130

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Financial Strategies's NVO Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,354 shares — an estimated $231K sold.

Kaizen Financial Strategies first reported a position in NVO in Q1 2025 and held it in 2 quarters. The position peaked at $231K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,354 Novo Nordisk shares in Q3 2025, an estimated $231K.
  • Kaizen Financial Strategies first reported a position in Novo Nordisk in Q1 2025 and held it in 2 quarters.
  • Kaizen Financial Strategies's Novo Nordisk position peaked at $231K in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.