KSWA
NVO

Kathleen S. Wright Associates’s Novo Nordisk NVO Stock Holding History

Kathleen S. Wright Associates’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 		$16.8K Hold
302
– – 0.01% 193
2025
Q2 		$20.8K Hold
302
– – 0.01% 192
2025
Q1 		$21K Hold
302
– – 0.01% 190
2024
Q4 		$26K Hold
302
– – 0.01% 180
2024
Q3 		$36K Hold
302
– – 0.01% 169
2024
Q2 		$43.1K Hold
302
– – 0.02% 146
2024
Q1 		$38.8K Hold
302
– – 0.02% 140
2023
Q4 		$31.2K Buy
+302
New +$29.9K 0.02% 135

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

Kathleen S. Wright Associates's NVO Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Novo Nordisk (NVO) position steady in Q3 2025 at 302 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #193.

Kathleen S. Wright Associates first reported a position in NVO in Q4 2023 and has held it in 8 quarters since. The position peaked at $43.1K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Kathleen S. Wright Associates held 302 shares of Novo Nordisk worth $16.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Novo Nordisk share count unchanged in Q3 2025.
  • Novo Nordisk made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #193 holding.
  • Kathleen S. Wright Associates first reported a position in Novo Nordisk in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Novo Nordisk position peaked at $43.1K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.