MYIA
NVO

Mount Yale Investment Advisors’s Novo Nordisk NVO Stock Holding History

Mount Yale Investment 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
-15,265
Closed -$847K – 780
2025
Q3 		$847K Sell
15,265
-16,345
-52% -$957K 0.06% 312
2025
Q2 		$2.18M Sell
31,610
-9,899
-24% -$673K 0.17% 122
2025
Q1 		$2.88M Buy
41,509
+7,801
+23% +$644K 0.25% 88
2024
Q4 		$2.9M Sell
33,708
-6,725
-17% -$727K 0.23% 89
2024
Q3 		$4.81M Sell
40,433
-2,140
-5% -$285K 0.46% 48
2024
Q2 		$6.08M Sell
42,573
-20,045
-32% -$2.66M 0.48% 34
2024
Q1 		$8.04M Buy
62,618
+851
+1% +$101K 0.62% 20
2023
Q4 		$6.39M Buy
61,767
+1,027
+2% +$102K 0.61% 26
2023
Q3 		$5.52M Sell
60,740
-6,782
-10% -$597K 0.6% 32
2023
Q2 		$5.46M Buy
67,522
+11,918
+21% +$974K 0.58% 36
2023
Q1 		$4.42M Sell
55,604
-1,802
-3% -$128K 0.5% 42
2022
Q4 		$3.88M Buy
57,406
+480
+0.8% +$28.1K 0.44% 60
2022
Q3 		$2.84M Sell
56,926
-422
-0.7% -$22.6K 0.38% 65
2022
Q2 		$3.19M Buy
57,348
+14,140
+33% +$785K 0.4% 60
2022
Q1 		$2.4M Buy
+43,208
New +$2.22M 0.26% 87
2019
Q2 		– Sell
-20,060
Closed -$525K – 333
2019
Q1 		$525K Sell
20,060
-61,604
-75% -$1.51M 0.1% 166
2018
Q4 		$1.99M Buy
81,664
+18,358
+29% +$408K 0.4% 60
2018
Q3 		$1.41M Sell
63,306
-1,234
-2% -$30.1K 0.25% 90
2018
Q2 		$1.49M Sell
64,540
-210
-0.3% -$4.99K 0.28% 87
2018
Q1 		$1.59M Buy
+64,750
New +$1.7M 0.34% 78

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

Mount Yale Investment Advisors's NVO Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 15,265 shares — an estimated $847K sold.

Mount Yale Investment Advisors first reported a position in NVO in Q1 2018 and held it in 20 quarters. The position peaked at $8.04M in Q1 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,265 Novo Nordisk shares in Q4 2025, an estimated $847K.
  • Mount Yale Investment Advisors first reported a position in Novo Nordisk in Q1 2018 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Novo Nordisk position peaked at $8.04M in Q1 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.