RSWM
NVO

Robertson Stephens Wealth Management’s Novo Nordisk NVO Stock Holding History

Robertson Stephens Wealth Management’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
-4,520
Closed -$251K – 667
2025
Q3 		$251K Buy
+4,520
New +$265K 0.01% 477
2024
Q4 		– Sell
-4,352
Closed -$518K – 614
2024
Q3 		$518K Buy
4,352
+2,775
+176% +$370K 0.02% 405
2024
Q2 		$225K Buy
+1,577
New +$209K 0.01% 461

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

Robertson Stephens Wealth Management's NVO Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 4,520 shares — an estimated $251K sold.

Robertson Stephens Wealth Management first reported a position in NVO in Q2 2024 and held it in 3 quarters. The position peaked at $518K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Robertson Stephens Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 4,520 Novo Nordisk shares in Q4 2025, an estimated $251K.
  • Robertson Stephens Wealth Management first reported a position in Novo Nordisk in Q2 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Novo Nordisk position peaked at $518K in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.