Stratos Investment Management’s Novo Nordisk NVO Stock Holding History

Stratos Investment Management’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	-96,725	Closed	-$5.37M	–	366
2025 Q3	$5.37M	Buy	96,725 +7,356	+8%	+$431K	0.22%	88
2025 Q2	$6.17M	Buy	89,369 +5,323	+6%	+$362K	0.28%	73
2025 Q1	$5.84M	Buy	84,046 +32,559	+63%	+$2.69M	0.31%	69
2024 Q4	$4.43M	Sell	51,487 -682	-1%	-$73.8K	0.27%	74
2024 Q3	$6.21M	Buy	52,169 +945	+2%	+$126K	0.43%	60
2024 Q2	$7.31M	Buy	51,224 +2,837	+6%	+$376K	0.61%	44
2024 Q1	$6.21M	Buy	48,387 +24,575	+103%	+$2.93M	0.61%	48
2023 Q4	$2.46M	Buy	+23,812	New	+$2.35M	0.29%	76

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stratos Investment Management's NVO Position: Q4 2025 in Review

Stratos Investment Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 96,725 shares — an estimated $5.37M sold.

Stratos Investment Management first reported a position in NVO in Q4 2023 and held it in 8 quarters. The position peaked at $7.31M in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Stratos Investment Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Stratos Investment Management sold 96,725 Novo Nordisk shares in Q4 2025, an estimated $5.37M.
Stratos Investment Management first reported a position in Novo Nordisk in Q4 2023 and held it in 8 quarters.
Stratos Investment Management's Novo Nordisk position peaked at $7.31M in Q2 2024.
1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.