SWGC
NVO

Summit Wealth Group (Colorado)’s Novo Nordisk NVO Stock Holding History

Summit Wealth Group (Colorado)’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
-29,458
Closed -$2.68M – 500
2025
Q3 		$2.68M Buy
+29,458
New +$1.72M 0.28% 65

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

Summit Wealth Group (Colorado)'s NVO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 29,458 shares — an estimated $2.68M sold.

Summit Wealth Group (Colorado) first reported a position in NVO in Q3 2025 and held it in 1 quarter. The position peaked at $2.68M in Q3 2025. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 29,458 Novo Nordisk shares in Q4 2025, an estimated $2.68M.
  • Summit Wealth Group (Colorado) first reported a position in Novo Nordisk in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Novo Nordisk position peaked at $2.68M in Q3 2025.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.