WA
NVO

Wealth Alliance’s Novo Nordisk NVO Stock Holding History

Wealth Alliance’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
-5,074
Closed -$282K – 585
2025
Q3 		$282K Sell
5,074
-10,770
-68% -$630K 0.03% 436
2025
Q2 		$1.09M Sell
15,844
-338
-2% -$23K 0.12% 156
2025
Q1 		$1.12M Buy
16,182
+4,853
+43% +$401K 0.14% 148
2024
Q4 		$975K Sell
11,329
-249
-2% -$26.9K 0.12% 163
2024
Q3 		$1.38M Buy
11,578
+15
+0.1% +$2K 0.16% 121
2024
Q2 		$1.65M Buy
11,563
+245
+2% +$32.5K 0.21% 89
2024
Q1 		$1.45M Sell
11,318
-518
-4% -$61.7K 0.19% 113
2023
Q4 		$1.22M Buy
11,836
+313
+3% +$31K 0.17% 119
2023
Q3 		$1.05M Buy
11,523
+841
+8% +$74.1K 0.17% 125
2023
Q2 		$864K Sell
10,682
-666
-6% -$54.4K 0.13% 166
2023
Q1 		$903K Sell
11,348
-1,018
-8% -$72.2K 0.15% 152
2022
Q4 		$837K Buy
12,366
+1,232
+11% +$72.2K 0.15% 157
2022
Q3 		$555K Buy
11,134
+2,370
+27% +$127K 0.11% 193
2022
Q2 		$488K Sell
8,764
-1,390
-14% -$77.1K 0.09% 218
2022
Q1 		$564K Buy
10,154
+256
+3% +$13.1K 0.12% 193
2021
Q4 		$554K Sell
9,898
-38
-0.4% -$2.06K 0.11% 205
2021
Q3 		$477K Sell
9,936
-250
-2% -$12.1K 0.11% 214
2021
Q2 		$427K Buy
10,186
+2
+0% +$78 0.1% 233
2021
Q1 		$343K Buy
10,184
+150
+1% +$5.34K 0.1% 257
2020
Q4 		$350K Sell
10,034
-680
-6% -$23.5K 0.1% 247
2020
Q3 		$372K Buy
10,714
+144
+1% +$4.8K 0.13% 184
2020
Q2 		$346K Buy
10,570
+1,292
+14% +$41.2K 0.14% 194
2020
Q1 		$279K Buy
+9,278
New +$276K 0.15% 172

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 Alliance's NVO Position: Q4 2025 in Review

Wealth Alliance sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,074 shares — an estimated $282K sold.

Wealth Alliance first reported a position in NVO in Q1 2020 and held it in 23 quarters. The position peaked at $1.65M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Wealth Alliance reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 5,074 Novo Nordisk shares in Q4 2025, an estimated $282K.
  • Wealth Alliance first reported a position in Novo Nordisk in Q1 2020 and held it in 23 quarters.
  • Wealth Alliance's Novo Nordisk position peaked at $1.65M in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.