WAS
NVO

Wealth Advisory Solutions’s Novo Nordisk NVO Stock Holding History

Wealth Advisory Solutions’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
-28,577
Closed -$1.59M – 147
2025
Q3 		$1.59M Sell
28,577
-14,300
-33% -$837K 0.38% 60
2025
Q2 		$2.96M Buy
42,877
+340
+0.8% +$23.1K 0.75% 38
2025
Q1 		$2.95M Buy
42,537
+3,103
+8% +$256K 0.78% 40
2024
Q4 		$3.39M Buy
39,434
+12,629
+47% +$1.37M 0.95% 28
2024
Q3 		$3.19M Sell
26,805
-3,020
-10% -$403K 0.88% 32
2024
Q2 		$4.26M Sell
29,825
-16,230
-35% -$2.15M 1.15% 27
2024
Q1 		$5.91M Buy
46,055
+489
+1% +$58.2K 1.53% 17
2023
Q4 		$4.71M Sell
45,566
-44,290
-49% -$4.38M 1.65% 21
2023
Q3 		$8.74M Buy
89,856
+45,328
+102% +$3.99M 1.71% 18
2023
Q2 		$3.6M Sell
44,528
-304
-0.7% -$24.8K 0.96% 29
2023
Q1 		$3.57M Sell
44,832
-18,772
-30% -$1.33M 0.95% 31
2022
Q4 		$4.3M Sell
63,604
-68
-0.1% -$3.99K 1.16% 21
2022
Q3 		$3.17M Buy
+63,672
New +$3.41M 0.88% 38

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

Wealth Advisory Solutions's NVO Position: Q4 2025 in Review

Wealth Advisory Solutions sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 28,577 shares — an estimated $1.59M sold.

Wealth Advisory Solutions first reported a position in NVO in Q3 2022 and held it in 13 quarters. The position peaked at $8.74M in Q3 2023. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Wealth Advisory Solutions reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 28,577 Novo Nordisk shares in Q4 2025, an estimated $1.59M.
  • Wealth Advisory Solutions first reported a position in Novo Nordisk in Q3 2022 and held it in 13 quarters.
  • Wealth Advisory Solutions's Novo Nordisk position peaked at $8.74M in Q3 2023.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Wealth Advisory Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.