WA
NVO

Wealth Architects’s Novo Nordisk NVO Stock Holding History

Wealth Architects’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
Q2 		– Sell
-2,909
Closed -$202K – 235
2025
Q1 		$202K Sell
2,909
-13
-0.4% -$1.07K 0.02% 223
2024
Q4 		$251K Buy
2,922
+23
+0.8% +$2.49K 0.03% 184
2024
Q3 		$345K Hold
2,899
– – 0.04% 155
2024
Q2 		$414K Sell
2,899
-17
-0.6% -$2.25K 0.05% 140
2024
Q1 		$374K Sell
2,916
-233
-7% -$27.7K 0.05% 139
2023
Q4 		$326K Buy
3,149
+47
+2% +$4.65K 0.05% 147
2023
Q3 		$282K Buy
3,102
+34
+1% +$3K 0.05% 148
2023
Q2 		$248K Buy
3,068
+6
+0.2% +$490 0.04% 159
2023
Q1 		$244K Buy
3,062
+78
+3% +$5.53K 0.04% 157
2022
Q4 		$202K Buy
+2,984
New +$175K 0.04% 166

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealth Architects's NVO Position: Q2 2025 in Review

Wealth Architects sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 2,909 shares — an estimated $202K sold.

Wealth Architects first reported a position in NVO in Q4 2022 and held it in 10 quarters. The position peaked at $414K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Wealth Architects reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Wealth Architects sold 2,909 Novo Nordisk shares in Q2 2025, an estimated $202K.
  • Wealth Architects first reported a position in Novo Nordisk in Q4 2022 and held it in 10 quarters.
  • Wealth Architects's Novo Nordisk position peaked at $414K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Wealth Architects's 13F filing for Q2 2025, filed 25 Jul 2025.