WGAM
NVO

Wilkinson Global Asset Management’s Novo Nordisk NVO Stock Holding History

Wilkinson Global Asset Management’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
-4,870
Closed -$270K – 67
2025
Q3 		$270K Buy
4,870
+1,490
+44% +$87.2K 0.02% 59
2025
Q2 		$233K Hold
3,380
– – 0.01% 65
2025
Q1 		$235K Buy
3,380
+400
+13% +$33K 0.01% 74
2024
Q4 		$256K Sell
2,980
-400
-12% -$43.3K 0.02% 76
2024
Q3 		$402K Hold
3,380
– – 0.02% 61
2024
Q2 		$482K Hold
3,380
– – 0.03% 56
2024
Q1 		$434K Buy
3,380
+400
+13% +$47.6K 0.03% 62
2023
Q4 		$308K Hold
2,980
– – 0.02% 71
2023
Q3 		$271K Buy
+2,980
New +$263K 0.02% 79

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

Wilkinson Global Asset Management's NVO Position: Q4 2025 in Review

Wilkinson Global Asset Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 4,870 shares — an estimated $270K sold.

Wilkinson Global Asset Management first reported a position in NVO in Q3 2023 and held it in 9 quarters. The position peaked at $482K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Wilkinson Global Asset Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 4,870 Novo Nordisk shares in Q4 2025, an estimated $270K.
  • Wilkinson Global Asset Management first reported a position in Novo Nordisk in Q3 2023 and held it in 9 quarters.
  • Wilkinson Global Asset Management's Novo Nordisk position peaked at $482K in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.