SageView Advisory Group’s Novo Nordisk NVO Stock Holding History

SageView Advisory Group’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	$787K	Sell	15,469 -10,047	-39%	-$514K	0.03%	284
2025 Q3	$1.42M	Buy	+25,516	New	+$1.49M	0.05%	220
2025 Q2	–	Sell	-6,866	Closed	-$477K	–	633
2025 Q1	$477K	Sell	6,866 -853	-11%	-$70.5K	0.02%	359
2024 Q4	$664K	Sell	7,719 -420	-5%	-$45.4K	0.03%	291
2024 Q3	$969K	Sell	8,139 -810	-9%	-$108K	0.05%	204
2024 Q2	$1.28M	Buy	+8,949	New	+$1.19M	0.06%	187
2024 Q1	–	Sell	-2,489	Closed	-$271K	–	699
2023 Q4	$271K	Buy	+2,489	New	+$246K	0.01%	541

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's NVO Position: Q4 2025 in Review

SageView Advisory Group reduced its Novo Nordisk (NVO) stake by 39% in Q4 2025, selling an estimated $514K and leaving 15,469 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #284.

SageView Advisory Group first reported a position in NVO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

SageView Advisory Group held 15,469 shares of Novo Nordisk worth $787K as of Q4 2025.
SageView Advisory Group sold 10,047 Novo Nordisk shares in Q4 2025, an estimated $514K.
Novo Nordisk made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #284 holding.
SageView Advisory Group first reported a position in Novo Nordisk in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's Novo Nordisk position peaked at $1.42M in Q3 2025.
1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.