WAG
NVO

Wallace Advisory Group’s Novo Nordisk NVO Stock Holding History

Wallace Advisory Group’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
-6,520
Closed -$450K – 158
2025
Q3 		$450K Sell
6,520
-1,625
-20% -$95.1K 0.36% 84
2025
Q2 		$566K Sell
8,145
-2,609
-24% -$177K 0.41% 67
2025
Q1 		$925K Sell
10,754
-887
-8% -$73.3K 0.64% 39
2024
Q4 		$1.39M Buy
11,641
+930
+9% +$101K 0.96% 26
2024
Q3 		$1.53M Sell
10,711
-222
-2% -$29.6K 1.12% 19
2024
Q2 		$1.56M Buy
10,933
+1,244
+13% +$165K 1.12% 19
2024
Q1 		$1M Sell
9,689
-231
-2% -$27.5K 0.75% 37
2023
Q4 		$902K Buy
9,920
+3,876
+64% +$383K 0.71% 33
2023
Q3 		$978K Sell
6,044
-6,148
-50% -$542K 0.7% 33
2023
Q2 		$970K Hold
12,192
– – 0.74% 32
2023
Q1 		$970K Sell
12,192
-598
-5% -$42.4K 0.74% 32
2022
Q4 		$865K Buy
+12,790
New +$750K 0.68% 37

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wallace Advisory Group's NVO Position: Q4 2025 in Review

Wallace Advisory Group sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 6,520 shares — an estimated $450K sold.

Wallace Advisory Group first reported a position in NVO in Q4 2022 and held it in 12 quarters. The position peaked at $1.56M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Wallace Advisory Group reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 6,520 Novo Nordisk shares in Q4 2025, an estimated $450K.
  • Wallace Advisory Group first reported a position in Novo Nordisk in Q4 2022 and held it in 12 quarters.
  • Wallace Advisory Group's Novo Nordisk position peaked at $1.56M in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.