PWS
NVO

Peterson Wealth Services’s Novo Nordisk NVO Stock Holding History

Peterson Wealth Services’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
-25
Closed -$5.59K – 219
2025
Q3 		$5.59K Sell
25
-172
-87% -$10.1K ﹤0.01% 192
2025
Q2 		$13.6K Buy
+197
New +$13.4K ﹤0.01% 174
2025
Q1 		– Hold
0
– – – 177
2024
Q4 		– Sell
-41,254
Closed -$4.46M – 24
2024
Q3 		$4.91M Buy
41,254
+1,308
+3% +$174K 1.57% 17
2024
Q2 		$5.7M Buy
39,946
+314
+0.8% +$41.6K 1.99% 12
2024
Q1 		$5.09M Sell
39,632
-972
-2% -$116K 1.85% 14
2023
Q4 		$4.2M Buy
40,604
+435
+1% +$43K 1.8% 16
2023
Q3 		$3.65M Buy
40,169
+1,605
+4% +$141K 2.73% 12
2023
Q2 		$3.12M Buy
+38,564
New +$3.15M 1.5% 21

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

Peterson Wealth Services's NVO Position: Q4 2025 in Review

Peterson Wealth Services sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 25 shares — an estimated $5.59K sold.

Peterson Wealth Services first reported a position in NVO in Q2 2023 and held it in 8 quarters. The position peaked at $5.7M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Peterson Wealth Services reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 25 Novo Nordisk shares in Q4 2025, an estimated $5.59K.
  • Peterson Wealth Services first reported a position in Novo Nordisk in Q2 2023 and held it in 8 quarters.
  • Peterson Wealth Services's Novo Nordisk position peaked at $5.7M in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.