OIA
NVO

Optimum Investment Advisors’s Novo Nordisk NVO Stock Holding History

Optimum 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
Q3 		$125K Sell
2,250
-700
-24% -$41K 0.05% 233
2025
Q2 		$204K Sell
2,950
-109
-4% -$7.41K 0.09% 174
2025
Q1 		$212K Sell
3,059
-185
-6% -$15.3K 0.1% 168
2024
Q4 		$279K Sell
3,244
-4,750
-59% -$514K 0.12% 147
2024
Q3 		$952K Sell
7,994
-2,128
-21% -$284K 0.41% 53
2024
Q2 		$1.44M Hold
10,122
– – 0.65% 27
2024
Q1 		$1.3M Buy
10,122
+200
+2% +$23.8K 0.6% 32
2023
Q4 		$1.03M Sell
9,922
-550
-5% -$54.4K 0.52% 40
2023
Q3 		$952K Sell
10,472
-472
-4% -$41.6K 0.49% 47
2023
Q2 		$886K Buy
10,944
+2,900
+36% +$237K 0.43% 57
2023
Q1 		$640K Hold
8,044
– – 0.34% 71
2022
Q4 		$544K Buy
8,044
+200
+3% +$11.7K 0.29% 85
2022
Q3 		$391K Buy
7,844
+44
+0.6% +$2.36K 0.21% 113
2022
Q2 		$435K Sell
7,800
-500
-6% -$27.7K 0.22% 105
2022
Q1 		$461K Hold
8,300
– – 0.19% 114
2021
Q4 		$465K Sell
8,300
-100
-1% -$5.42K 0.18% 118
2021
Q3 		$403K Hold
8,400
– – 0.17% 130
2021
Q2 		$352K Sell
8,400
-600
-7% -$23.3K 0.11% 183
2021
Q1 		$303K Hold
9,000
– – 0.09% 208
2020
Q4 		$314K Hold
9,000
– – 0.1% 192
2020
Q3 		$312K Hold
9,000
– – 0.1% 172
2020
Q2 		$295K Hold
9,000
– – 0.1% 180
2020
Q1 		$271K Hold
9,000
– – 0.11% 178
2019
Q4 		$260K Buy
9,000
+800
+10% +$22.2K 0.08% 236
2019
Q3 		$212K Buy
8,200
+800
+11% +$20.2K 0.07% 254
2019
Q2 		$189K Hold
7,400
– – 0.06% 277
2019
Q1 		$194K Buy
+7,400
New +$182K 0.06% 277
2018
Q2 		– Sell
-2,600
Closed -$64K – 1084
2018
Q1 		$64K Buy
+2,600
New +$68.3K 0.02% 490

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's NVO Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Novo Nordisk (NVO) stake by 24% in Q3 2025, selling an estimated $41K and leaving 2,250 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #233.

Optimum Investment Advisors first reported a position in NVO in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.44M in Q2 2024. 1,396 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Optimum Investment Advisors held 2,250 shares of Novo Nordisk worth $125K as of Q3 2025.
  • Optimum Investment Advisors sold 700 Novo Nordisk shares in Q3 2025, an estimated $41K.
  • Novo Nordisk made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #233 holding.
  • Optimum Investment Advisors first reported a position in Novo Nordisk in Q1 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's Novo Nordisk position peaked at $1.44M in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.