Stephens Consulting’s Novo Nordisk NVO Stock Holding History

Stephens Consulting’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	$104K	Hold	2,050	–	–	0.03%	98
2025 Q3	$114K	Sell	2,050 -144	-7%	-$8.43K	0.04%	92
2025 Q2	$151K	Buy	2,194 +58	+3%	+$3.94K	0.04%	117
2025 Q1	$148K	Sell	2,136 -158	-7%	-$13.1K	0.04%	112
2024 Q4	$197K	Buy	2,294 +50	+2%	+$5.41K	0.05%	95
2024 Q3	$267K	Sell	2,244 -34	-1%	-$4.53K	0.07%	78
2024 Q2	$325K	Buy	2,278 +192	+9%	+$25.4K	0.09%	69
2024 Q1	$268K	Buy	2,086 +2,000	+2,326%	+$238K	0.08%	72
2023 Q4	$8.9K	Hold	86	–	–	﹤0.01%	325
2023 Q3	$7.82K	Hold	86	–	–	﹤0.01%	334
2023 Q2	$6.96K	Hold	86	–	–	﹤0.01%	353
2023 Q1	$6.84K	Hold	86	–	–	﹤0.01%	367
2022 Q4	$5.82K	Sell	86 -96	-53%	-$5.63K	﹤0.01%	358
2022 Q3	$9.07K	Hold	182	–	–	0.01%	349
2022 Q2	$10.1K	Hold	182	–	–	0.01%	322
2022 Q1	$10.1K	Hold	182	–	–	0.01%	351
2021 Q4	$10.2K	Buy	+182	New	+$9.86K	0.01%	393

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

Stephens Consulting's NVO Position: Q4 2025 in Review

Stephens Consulting held its Novo Nordisk (NVO) position steady in Q4 2025 at 2,050 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #98.

Stephens Consulting first reported a position in NVO in Q4 2021 and has held it in 17 quarters since. The position peaked at $325K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Stephens Consulting held 2,050 shares of Novo Nordisk worth $104K as of Q4 2025.
Stephens Consulting left its Novo Nordisk share count unchanged in Q4 2025.
Novo Nordisk made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #98 holding.
Stephens Consulting first reported a position in Novo Nordisk in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Novo Nordisk position peaked at $325K in Q2 2024.
1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.