SW
NVO

SVB Wealth’s Novo Nordisk NVO Stock Holding History

SVB Wealth’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
Q3 		– Sell
-4,560
Closed -$315K – 420
2025
Q2 		$315K Buy
+4,560
New +$310K 0.02% 356
2025
Q1 		– Sell
-14,529
Closed -$1.25M – 1696
2024
Q4 		$1.25M Buy
+14,529
New +$1.57M 0.02% 281
2024
Q3 		– Sell
-17,267
Closed -$2.46M – 409
2024
Q2 		$2.46M Sell
17,267
-2,982
-15% -$395K 0.06% 212
2024
Q1 		$2.6M Sell
20,249
-6,308
-24% -$751K 0.06% 222
2023
Q4 		$2.75M Sell
26,557
-1,069
-4% -$106K 0.07% 204
2023
Q3 		$2.51M Buy
27,626
+1,094
+4% +$96.4K 0.06% 201
2023
Q2 		$2.15M Sell
26,532
-2,906
-10% -$237K 0.04% 228
2023
Q1 		$2.34M Sell
29,438
-4,350
-13% -$308K 0.03% 239
2022
Q4 		$2.29M Sell
33,788
-2,258
-6% -$132K 0.03% 251
2022
Q3 		$1.8M Buy
36,046
+3,248
+10% +$174K 0.03% 269
2022
Q2 		$1.83M Sell
32,798
-3,718
-10% -$206K 0.03% 229
2022
Q1 		$2.03M Buy
36,516
+13,572
+59% +$697K 0.03% 227
2021
Q4 		$1.28M Buy
22,944
+4,238
+23% +$230K 0.02% 274
2021
Q3 		$898K Buy
18,706
+2,698
+17% +$130K 0.01% 420
2021
Q2 		$671K Sell
16,008
-10,626
-40% -$412K 0.01% 491
2021
Q1 		$898K Buy
26,634
+6,082
+30% +$217K 0.01% 370
2020
Q4 		$718K Buy
20,552
+6,216
+43% +$215K 0.01% 391
2020
Q3 		$498K Buy
14,336
+6,310
+79% +$210K 0.01% 405
2020
Q2 		$263K Buy
+8,026
New +$256K ﹤0.01% 484

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVB Wealth's NVO Position: Q3 2025 in Review

SVB Wealth sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 4,560 shares — an estimated $315K sold.

SVB Wealth first reported a position in NVO in Q2 2020 and held it in 19 quarters. The position peaked at $2.75M in Q4 2023. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • SVB Wealth reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 4,560 Novo Nordisk shares in Q3 2025, an estimated $315K.
  • SVB Wealth first reported a position in Novo Nordisk in Q2 2020 and held it in 19 quarters.
  • SVB Wealth's Novo Nordisk position peaked at $2.75M in Q4 2023.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.