Fairfield Financial Advisors, LTD NVO — NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS

Ownership history in Fairfield Financial Advisors, LTD  ·  7 quarters on record

AI Ownership Summary

Fairfield Financial Advisors, LTD reported NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS (NVO) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.04% in 2024 Q2. The latest visible filing shows NVO at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairfield Financial Advisors, LTD's position in NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVO stock page Fairfield Financial Advisors, LTD fund profile Fairfield Financial Advisors, LTD full holdings
How Fairfield Financial Advisors, LTD held NVO — position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47.0% -25.1% ✅ 6,066 -5,383 -47.0% 0.10% $309K 2026-02-02 $56.85
2025 Q3 REDUCED 62.3% -7.2% ✅ 11,449 -18,909 -62.3% 0.21% $635K 2025-10-24 $51.09
2025 Q2 REDUCED 27.4% -18.7% ✅ 30,358 -11,469 -27.4% 0.73% $2.1M 2025-08-01 $45.97
2025 Q1 REDUCED — — — 41,827 -1,977 -4.5% 1.09% $2.9M 2025-05-09 $62.74
2024 Q4 ADDED — — — 43,804 +36,071 +466.5% 1.33% $3.8M 2025-02-07 $81.13
2024 Q3 REDUCED 84.0% -28.0% ✅ 7,733 -40,730 -84.0% 0.53% $1.2M 2024-11-04 $103.00
2024 Q2 INITIATED — — — 48,463 — — 2.04% $6.9M 2024-08-09 $124.83

🏢 Other funds also holding NVO

As of 2026 Q1 — sorted by position size

Brandywine Financial Group 12.17% Penbrook Management LLC 3Y 7Y 8.8% Foresight Global Investors, Inc. 3Y 8.48% Saratoga Research & Investment Management 3Y 7Y 7.17% FOLKETRYGDFONDET 3Y 7Y 5.92% SALT Holding Corp. 5.69% BLKBRD Asset Management, LP 5.54% XXEC, Inc. 3Y 5.08% Cutter & CO Brokerage, Inc. 3Y 7Y 4.65% Warther Private Wealth, LLC 3Y 4.48%

FAQ About Fairfield Financial Advisors, LTD and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fairfield Financial Advisors, LTD reported owning NVO?

Fairfield Financial Advisors, LTD reported NVO across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported NVO position in Fairfield Financial Advisors, LTD's portfolio?

The largest reported portfolio weight for NVO was 2.04% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2025 Q4, when Fairfield Financial Advisors, LTD reported 6,066 shares, equal to 0.10% of portfolio, with an estimated market value of $309K.

What does the chart on this NVO ownership page compare?

The chart compares Fairfield Financial Advisors, LTD's quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fairfield Financial Advisors, LTD time their NVO position?

Based on 13F filing dates vs. subsequent NVO price moves, Fairfield Financial Advisors, LTD correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on NVO relative to SPY over the holding period was -51.4%.

← Back to Fairfield Financial Advisors, LTD Holdings