PA
NVO

PFW Advisors’s Novo Nordisk NVO Stock Holding History

PFW 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
Q2 		– Sell
-3,278
Closed -$228K – 129
2025
Q1 		$228K Sell
3,278
-546
-14% -$45.1K 0.07% 112
2024
Q4 		$329K Buy
+3,824
New +$414K 0.1% 97
2024
Q2 		$431K Sell
3,018
-73
-2% -$9.67K 0.14% 87
2024
Q1 		$397K Buy
3,091
+15
+0.5% +$1.79K 0.12% 91
2023
Q4 		$318K Sell
3,076
-60
-2% -$5.93K 0.1% 98
2023
Q3 		$285K Hold
3,136
– – 0.1% 96
2023
Q2 		$285K Buy
+3,136
New +$256K 0.1% 97
2019
Q3 		$359K Buy
+6,036
New +$153K 0.11% 97

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PFW Advisors's NVO Position: Q2 2025 in Review

PFW Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,278 shares — an estimated $228K sold.

PFW Advisors first reported a position in NVO in Q3 2019 and held it in 8 quarters. The position peaked at $431K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • PFW Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • PFW Advisors sold 3,278 Novo Nordisk shares in Q2 2025, an estimated $228K.
  • PFW Advisors first reported a position in Novo Nordisk in Q3 2019 and held it in 8 quarters.
  • PFW Advisors's Novo Nordisk position peaked at $431K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on PFW Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.