SSA
NVO

South Street Advisors’s Novo Nordisk NVO Stock Holding History

South Street 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
Q4 		– Sell
-24,537
Closed -$1.36M – 81
2025
Q3 		$1.36M Sell
24,537
-38,829
-61% -$2.27M 0.18% 46
2025
Q2 		$4.37M Sell
63,366
-110,635
-64% -$7.53M 0.65% 36
2025
Q1 		$12.1M Buy
174,001
+6,840
+4% +$565K 1.98% 23
2024
Q4 		$14.4M Sell
167,161
-19,370
-10% -$2.09M 2.2% 20
2024
Q3 		$22.2M Sell
186,531
-44,988
-19% -$6M 3.37% 8
2024
Q2 		$33M Sell
231,519
-3,209
-1% -$425K 5.01% 4
2024
Q1 		$30.1M Sell
234,728
-5,099
-2% -$607K 4.81% 4
2023
Q4 		$24.8M Sell
239,827
-943
-0.4% -$93.3K 4.64% 5
2023
Q3 		$21.9M Buy
240,770
+2,042
+0.9% +$180K 4.4% 4
2023
Q2 		$19.3M Sell
238,728
-66,478
-22% -$5.43M 3.83% 6
2023
Q1 		$24.3M Buy
305,206
+188
+0.1% +$13.3K 4.98% 3
2022
Q4 		$20.6M Sell
305,018
-7,716
-2% -$452K 4.56% 2
2022
Q3 		$15.6M Sell
312,734
-4,710
-1% -$252K 3.84% 6
2022
Q2 		$17.7M Buy
317,444
+132,610
+72% +$7.36M 4.03% 2
2022
Q1 		$10.3M Buy
+184,834
New +$9.49M 1.94% 26

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

South Street Advisors's NVO Position: Q4 2025 in Review

South Street Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 24,537 shares — an estimated $1.36M sold.

South Street Advisors first reported a position in NVO in Q1 2022 and held it in 15 quarters. The position peaked at $33M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • South Street Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • South Street Advisors sold 24,537 Novo Nordisk shares in Q4 2025, an estimated $1.36M.
  • South Street Advisors first reported a position in Novo Nordisk in Q1 2022 and held it in 15 quarters.
  • South Street Advisors's Novo Nordisk position peaked at $33M in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on South Street Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.