LFASL
NVO

Lugano Financial Advisors SA (LFA)’s Novo Nordisk NVO Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-340
Closed -$23.5K – 247
2025
Q2 		$23.5K Buy
340
+170
+100% +$11.6K 0.01% 176
2025
Q1 		$11.8K Buy
+170
New +$14K 0.01% 178

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s NVO Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 340 shares — an estimated $23.5K sold.

Lugano Financial Advisors SA (LFA) first reported a position in NVO in Q1 2025 and held it in 2 quarters. The position peaked at $23.5K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 340 Novo Nordisk shares in Q3 2025, an estimated $23.5K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Novo Nordisk in Q1 2025 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Novo Nordisk position peaked at $23.5K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.