PWA
NVO

Principia Wealth Advisory’s Novo Nordisk NVO Stock Holding History

Principia Wealth Advisory’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 		$8.24K Sell
162
-4
-2% -$205 0.01% 220
2025
Q3 		$9.21K Buy
166
+105
+172% +$6.15K 0.01% 209
2025
Q2 		$4.21K Buy
+61
New +$4.15K ﹤0.01% 257

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

Principia Wealth Advisory's NVO Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Novo Nordisk (NVO) stake by 2.4% in Q4 2025, selling an estimated $205 and leaving 162 shares worth $8.24K. The position accounts for 0.01% of the portfolio, ranked #220.

Principia Wealth Advisory first reported a position in NVO in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.21K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Principia Wealth Advisory held 162 shares of Novo Nordisk worth $8.24K as of Q4 2025.
  • Principia Wealth Advisory sold 4 Novo Nordisk shares in Q4 2025, an estimated $205.
  • Novo Nordisk made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #220 holding.
  • Principia Wealth Advisory first reported a position in Novo Nordisk in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Novo Nordisk position peaked at $9.21K in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.