KFG Wealth Management’s Novo Nordisk NVO Stock Holding History

KFG Wealth Management’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	-8,205	Closed	-$455K	–	226
2025 Q3	$455K	Buy	8,205 +438	+6%	+$25.6K	0.07%	137
2025 Q2	$536K	Buy	7,767 +1,245	+19%	+$84.7K	0.09%	122
2025 Q1	$453K	Buy	6,522 +1,701	+35%	+$140K	0.08%	122
2024 Q4	$415K	Buy	4,821 +626	+15%	+$67.7K	0.08%	119
2024 Q3	$500K	Sell	4,195 -68	-2%	-$9.07K	0.11%	114
2024 Q2	$608K	Buy	4,263 +51	+1%	+$6.76K	0.24%	79
2024 Q1	$541K	Sell	4,212 -642	-13%	-$76.4K	0.22%	80
2023 Q4	$502K	Sell	4,854 -321	-6%	-$31.7K	0.23%	76
2023 Q3	$471K	Buy	5,175 +657	+15%	+$57.9K	0.26%	73
2023 Q2	$366K	Buy	4,518 +1,868	+70%	+$153K	0.21%	78
2023 Q1	$222K	Buy	+2,650	New	+$188K	0.15%	85

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KFG Wealth Management's NVO Position: Q4 2025 in Review

KFG Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 8,205 shares — an estimated $455K sold.

KFG Wealth Management first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $608K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

KFG Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 8,205 Novo Nordisk shares in Q4 2025, an estimated $455K.
KFG Wealth Management first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
KFG Wealth Management's Novo Nordisk position peaked at $608K in Q2 2024.
1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.