SEA
NVO

Stegent Equity Advisors’s Novo Nordisk NVO Stock Holding History

Stegent Equity 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
-4,975
Closed -$276K – 124
2025
Q3 		$276K Sell
4,975
-268
-5% -$15.7K 0.22% 98
2025
Q2 		$362K Sell
5,243
-13,904
-73% -$946K 0.32% 91
2025
Q1 		$1.33M Sell
19,147
-4,010
-17% -$331K 1.35% 25
2024
Q4 		$1.99M Buy
23,157
+5,924
+34% +$641K 2.02% 14
2024
Q3 		$2.05M Buy
17,233
+6,820
+65% +$910K 2.27% 12
2024
Q2 		$1.49M Sell
10,413
-805
-7% -$107K 1.55% 27
2024
Q1 		$1.44M Buy
11,218
+8,025
+251% +$955K 1.46% 24
2023
Q4 		$330K Buy
+3,193
New +$316K 0.39% 51

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

Stegent Equity Advisors's NVO Position: Q4 2025 in Review

Stegent Equity Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 4,975 shares — an estimated $276K sold.

Stegent Equity Advisors first reported a position in NVO in Q4 2023 and held it in 8 quarters. The position peaked at $2.05M in Q3 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Stegent Equity Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Stegent Equity Advisors sold 4,975 Novo Nordisk shares in Q4 2025, an estimated $276K.
  • Stegent Equity Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 8 quarters.
  • Stegent Equity Advisors's Novo Nordisk position peaked at $2.05M in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Stegent Equity Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.