SFS
NVO

Symphony Financial Services’s Novo Nordisk NVO Stock Holding History

Symphony Financial Services’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
-4,788
Closed -$266K – 105
2025
Q3 		$266K Sell
4,788
-583
-11% -$34.1K 0.14% 76
2025
Q2 		$370K Sell
5,371
-1,552
-22% -$106K 0.22% 52
2025
Q1 		$481K Sell
6,923
-476
-6% -$39.3K 0.31% 46
2024
Q4 		$636K Buy
7,399
+581
+9% +$62.8K 0.51% 34
2024
Q3 		$812K Buy
6,818
+658
+11% +$87.8K 0.69% 26
2024
Q2 		$881K Buy
+6,160
New +$816K 0.76% 26

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

Symphony Financial Services's NVO Position: Q4 2025 in Review

Symphony Financial Services sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 4,788 shares — an estimated $266K sold.

Symphony Financial Services first reported a position in NVO in Q2 2024 and held it in 6 quarters. The position peaked at $881K in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Symphony Financial Services reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial Services sold 4,788 Novo Nordisk shares in Q4 2025, an estimated $266K.
  • Symphony Financial Services first reported a position in Novo Nordisk in Q2 2024 and held it in 6 quarters.
  • Symphony Financial Services's Novo Nordisk position peaked at $881K in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Symphony Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.