AllSquare Wealth Management’s Novo Nordisk NVO Stock Holding History

AllSquare Wealth 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 Q3	$72.7K	Hold	1,310	–	–	0.04%	194
2025 Q2	$90.4K	Sell	1,310 -100	-7%	-$6.8K	0.05%	163
2025 Q1	$97.9K	Hold	1,410	–	–	0.06%	150
2024 Q4	$121K	Hold	1,410	–	–	0.07%	135
2024 Q3	$168K	Hold	1,410	–	–	0.1%	121
2024 Q2	$201K	Buy	1,410 +50	+4%	+$6.63K	0.12%	102
2024 Q1	$175K	Hold	1,360	–	–	0.1%	113
2023 Q4	$141K	Buy	1,360 +100	+8%	+$9.89K	0.09%	122
2023 Q3	$115K	Hold	1,260	–	–	0.07%	128
2023 Q2	$101K	Buy	+1,260	New	+$103K	0.07%	136

Other funds holding NVO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllSquare Wealth Management's NVO Position: Q3 2025 in Review

AllSquare Wealth Management held its Novo Nordisk (NVO) position steady in Q3 2025 at 1,310 shares worth $72.7K. The position accounts for 0.04% of the portfolio, ranked #194.

AllSquare Wealth Management first reported a position in NVO in Q2 2023 and has held it in 10 quarters since. The position peaked at $201K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

AllSquare Wealth Management held 1,310 shares of Novo Nordisk worth $72.7K as of Q3 2025.
AllSquare Wealth Management left its Novo Nordisk share count unchanged in Q3 2025.
Novo Nordisk made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #194 holding.
AllSquare Wealth Management first reported a position in Novo Nordisk in Q2 2023 and has held it in 10 quarters since.
AllSquare Wealth Management's Novo Nordisk position peaked at $201K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.