Michael J. Puzo’s Novo Nordisk NVO Stock Holding History

Michael J. Puzo’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	-5,775	Closed	-$320K	–	72
2025 Q3	$320K	Sell	5,775 -38,158	-87%	-$2.23M	0.09%	57
2025 Q2	$3.03M	Buy	43,933 +19,383	+79%	+$1.32M	0.86%	33
2025 Q1	$1.7M	Buy	24,550 +19,050	+346%	+$1.57M	0.49%	37
2024 Q4	$473K	Buy	5,500 +500	+10%	+$54.1K	0.13%	49
2024 Q3	$595K	Hold	5,000	–	–	0.16%	49
2024 Q2	$714K	Sell	5,000 -100	-2%	-$13.3K	0.2%	50
2024 Q1	$655K	Sell	5,100 -600	-11%	-$71.4K	0.18%	53
2023 Q4	$590K	Sell	5,700 -1,700	-23%	-$168K	0.19%	50
2023 Q3	$673K	Sell	7,400 -1,400	-16%	-$123K	0.23%	52
2023 Q2	$712K	Hold	8,800	–	–	0.23%	52
2023 Q1	$700K	Sell	8,800 -1,400	-14%	-$99.3K	0.23%	52
2022 Q4	$690K	Hold	10,200	–	–	0.25%	53
2022 Q3	$509K	Sell	10,200 -1,000	-9%	-$53.6K	0.19%	59
2022 Q2	$624K	Sell	11,200 -700	-6%	-$38.8K	0.22%	59
2022 Q1	$660K	Sell	11,900 -500	-4%	-$25.7K	0.2%	59
2021 Q4	$694K	Buy	12,400 +2,200	+22%	+$119K	0.2%	55
2021 Q3	$490K	Sell	10,200 -800	-7%	-$38.7K	0.16%	61
2021 Q2	$461K	Hold	11,000	–	–	0.14%	61
2021 Q1	$371K	Hold	11,000	–	–	0.12%	64
2020 Q4	$384K	Hold	11,000	–	–	0.13%	63
2020 Q3	$382K	Sell	11,000 -1,600	-13%	-$53.3K	0.14%	63
2020 Q2	$412K	Sell	12,600 -400	-3%	-$12.8K	0.15%	60
2020 Q1	$391K	Sell	13,000 -400	-3%	-$11.9K	0.17%	56
2019 Q4	$387K	Hold	13,400	–	–	0.14%	65
2019 Q3	$346K	Hold	13,400	–	–	0.13%	67
2019 Q2	$342K	Hold	13,400	–	–	0.13%	68
2019 Q1	$351K	Hold	13,400	–	–	0.14%	62
2018 Q4	$308K	Sell	13,400 -4,500	-25%	-$100K	0.14%	66
2018 Q3	$422K	Sell	17,900 -1,400	-7%	-$34.2K	0.16%	66
2018 Q2	$446K	Sell	19,300 -800	-4%	-$19K	0.19%	61
2018 Q1	$495K	Sell	20,100 -5,100	-20%	-$134K	0.21%	61
2017 Q4	$677K	Buy	25,200 +8,000	+47%	+$203K	0.28%	54
2017 Q3	$414K	Sell	17,200 -400	-2%	-$9.04K	0.22%	63
2017 Q2	$378K	Sell	17,600 -3,280	-16%	-$66.2K	0.2%	65
2017 Q1	$358K	Hold	20,880	–	–	0.2%	65
2016 Q4	$375K	Sell	20,880 -1,200	-5%	-$21.8K	0.22%	68
2016 Q3	$459K	Hold	22,080	–	–	0.26%	60
2016 Q2	$593K	Hold	22,080	–	–	0.39%	56
2016 Q1	$599K	Buy	22,080 +1,480	+7%	+$39.7K	0.4%	57
2015 Q4	$599K	Buy	20,600 +490	+2%	+$13.6K	0.42%	53
2015 Q3	$546K	Hold	20,110	–	–	0.39%	56
2015 Q2	$551K	Sell	20,110 -700	-3%	-$19.7K	0.36%	60
2015 Q1	$555K	Sell	20,810 -60	-0.3%	-$1.38K	0.35%	60
2014 Q4	$442K	Buy	20,870 +550	+3%	+$12.3K	0.29%	63
2014 Q3	$484K	Hold	20,320	–	–	0.33%	61
2014 Q2	$469K	Hold	20,320	–	–	0.33%	61
2014 Q1	$464K	Hold	20,320	–	–	0.33%	59
2013 Q4	$376K	Hold	20,320	–	–	0.27%	60
2013 Q3	$343K	Hold	20,320	–	–	0.29%	59
2013 Q2	$315K	Buy	+20,320	New	+$338K	0.28%	60

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Michael J. Puzo's NVO Position: Q4 2025 in Review

Michael J. Puzo sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,775 shares — an estimated $320K sold.

Michael J. Puzo first reported a position in NVO in Q2 2013 and held it in 50 quarters. The position peaked at $3.03M in Q2 2025. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Michael J. Puzo reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Michael J. Puzo sold 5,775 Novo Nordisk shares in Q4 2025, an estimated $320K.
Michael J. Puzo first reported a position in Novo Nordisk in Q2 2013 and held it in 50 quarters.
Michael J. Puzo's Novo Nordisk position peaked at $3.03M in Q2 2025.
1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Michael J. Puzo's 13F filing for Q4 2025, filed 17 Feb 2026.