OA
NVO

Operose Advisors’s Novo Nordisk NVO Stock Holding History

Operose 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
-100
Closed -$5.55K – 488
2025
Q3 		$5.55K Buy
+100
New +$5.85K ﹤0.01% 390
2025
Q2 		– Sell
-203
Closed -$14.1K – 417
2025
Q1 		$14.1K Hold
203
– – ﹤0.01% 299
2024
Q4 		$17.5K Sell
203
-2,145
-91% -$232K 0.01% 277
2024
Q3 		$280K Hold
2,348
– – 0.09% 114
2024
Q2 		$335K Hold
2,348
– – 0.12% 101
2024
Q1 		$301K Buy
2,348
+2,000
+575% +$238K 0.1% 123
2023
Q4 		$36K Sell
348
-1,034
-75% -$102K 0.01% 260
2023
Q3 		$126K Buy
+1,382
New +$122K 0.05% 181

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Operose Advisors's NVO Position: Q4 2025 in Review

Operose Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 100 shares — an estimated $5.55K sold.

Operose Advisors first reported a position in NVO in Q3 2023 and held it in 8 quarters. The position peaked at $335K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Operose Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Operose Advisors sold 100 Novo Nordisk shares in Q4 2025, an estimated $5.55K.
  • Operose Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 8 quarters.
  • Operose Advisors's Novo Nordisk position peaked at $335K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Operose Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.