SWIG
NVO

Strategic Wealth Investment Group’s Novo Nordisk NVO Stock Holding History

Strategic Wealth Investment 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 		– Sell
-6,584
Closed -$365K – 113
2025
Q3 		$365K Buy
6,584
+66
+1% +$3.86K 0.03% 94
2025
Q2 		$450K Buy
6,518
+1,066
+20% +$72.5K 0.65% 41
2025
Q1 		$379K Buy
+5,452
New +$450K 0.66% 43

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Wealth Investment Group's NVO Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 6,584 shares — an estimated $365K sold.

Strategic Wealth Investment Group first reported a position in NVO in Q1 2025 and held it in 3 quarters. The position peaked at $450K in Q2 2025. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 6,584 Novo Nordisk shares in Q4 2025, an estimated $365K.
  • Strategic Wealth Investment Group first reported a position in Novo Nordisk in Q1 2025 and held it in 3 quarters.
  • Strategic Wealth Investment Group's Novo Nordisk position peaked at $450K in Q2 2025.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.