LFA
NVO

Legacy Financial Advisors’s Novo Nordisk NVO Stock Holding History

Legacy Financial Advisors’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
-16,558
Closed -$919K – 430
2025
Q3 		$919K Buy
+16,558
New +$969K 0.13% 137
2025
Q2 		– Sell
-18,034
Closed -$1.25M – 388
2025
Q1 		$1.25M Buy
18,034
+4,398
+32% +$363K 0.21% 83
2024
Q4 		$1.17M Buy
13,636
+80
+0.6% +$8.65K 0.19% 87
2024
Q3 		$1.61M Buy
13,556
+64
+0.5% +$8.54K 0.27% 62
2024
Q2 		$1.93M Buy
13,492
+772
+6% +$102K 0.34% 47
2024
Q1 		$1.63M Buy
12,720
+695
+6% +$82.7K 0.29% 56
2023
Q4 		$1.24M Buy
12,025
+1,393
+13% +$138K 0.24% 69
2023
Q3 		$967K Buy
10,632
+1,056
+11% +$93K 0.19% 69
2023
Q2 		$775K Sell
9,576
-536
-5% -$43.8K 0.14% 85
2023
Q1 		$805K Buy
10,112
+1,268
+14% +$89.9K 0.16% 72
2022
Q4 		$598K Buy
8,844
+140
+2% +$8.21K 0.13% 95
2022
Q3 		$434K Buy
8,704
+1,064
+14% +$57K 0.1% 109
2022
Q2 		$426K Buy
7,640
+638
+9% +$35.4K 0.11% 105
2022
Q1 		$389K Buy
7,002
+228
+3% +$11.7K 0.09% 128
2021
Q4 		$379K Buy
6,774
+784
+13% +$42.5K 0.09% 118
2021
Q3 		$288K Buy
5,990
+1,206
+25% +$58.3K 0.07% 130
2021
Q2 		$200K Buy
+4,784
New +$185K 0.05% 170
2019
Q2 		– Sell
-5,560
Closed -$145K – 651
2019
Q1 		$145K Sell
5,560
-2,302
-29% -$56.6K 0.05% 128
2018
Q4 		$181K Buy
7,862
+90
+1% +$2K 0.07% 106
2018
Q3 		$183K Buy
7,772
+6,534
+528% +$159K 0.07% 114
2018
Q2 		$31K Sell
1,238
-174
-12% -$4.13K 0.01% 312
2018
Q1 		$35K Sell
1,412
-492
-26% -$12.9K 0.01% 290
2017
Q4 		$51K Buy
+1,904
New +$48.4K 0.02% 238

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 $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Advisors's NVO Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 16,558 shares — an estimated $919K sold.

Legacy Financial Advisors first reported a position in NVO in Q4 2017 and held it in 23 quarters. The position peaked at $1.93M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 16,558 Novo Nordisk shares in Q4 2025, an estimated $919K.
  • Legacy Financial Advisors first reported a position in Novo Nordisk in Q4 2017 and held it in 23 quarters.
  • Legacy Financial Advisors's Novo Nordisk position peaked at $1.93M in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.