Transcend Capital Advisors’s Novo Nordisk NVO Stock Holding History

Transcend Capital Advisors’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	-2,851	Closed	-$158K	–	746
2025 Q3	$158K	Buy	2,851 +439	+18%	+$25.7K	0.01%	678
2025 Q2	$166K	Sell	2,412 -1,135	-32%	-$77.2K	0.01%	596
2025 Q1	$246K	Sell	3,547 -105	-3%	-$8.67K	0.02%	518
2024 Q4	$314K	Sell	3,652 -867	-19%	-$93.8K	0.02%	431
2024 Q3	$538K	Buy	4,519 +1,321	+41%	+$176K	0.04%	373
2024 Q2	$457K	Buy	3,198 +501	+19%	+$66.4K	0.03%	381
2024 Q1	$346K	Sell	2,697 -905	-25%	-$108K	0.03%	387
2023 Q4	$373K	Sell	3,602 -458	-11%	-$45.3K	0.03%	349
2023 Q3	$369K	Buy	4,060 +858	+27%	+$75.6K	0.04%	341
2023 Q2	$259K	Buy	3,202 +300	+10%	+$24.5K	0.02%	404
2023 Q1	$231K	Buy	+2,902	New	+$206K	0.02%	418

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transcend Capital Advisors's NVO Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 2,851 shares — an estimated $158K sold.

Transcend Capital Advisors first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $538K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Transcend Capital Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Transcend Capital Advisors sold 2,851 Novo Nordisk shares in Q4 2025, an estimated $158K.
Transcend Capital Advisors first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
Transcend Capital Advisors's Novo Nordisk position peaked at $538K in Q3 2024.
1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.