AT
NVO

American Trust’s Novo Nordisk NVO Stock Holding History

American Trust’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 		– Sell
-7,721
Closed -$533K – 349
2025
Q2 		$533K Buy
7,721
+2,356
+44% +$160K 0.05% 154
2025
Q1 		$373K Sell
5,365
-8,224
-61% -$679K 0.09% 97
2024
Q4 		$1.17M Buy
13,589
+864
+7% +$93.4K 0.09% 112
2024
Q3 		$1.52M Buy
12,725
+7,402
+139% +$987K 0.13% 81
2024
Q2 		$760K Sell
5,323
-27
-0.5% -$3.58K 0.06% 100
2024
Q1 		$687K Sell
5,350
-786
-13% -$93.6K 0.06% 121
2023
Q4 		$635K Buy
6,136
+122
+2% +$12.1K 0.05% 121
2023
Q3 		$547K Sell
6,014
-980
-14% -$86.3K 0.04% 144
2023
Q2 		$566K Sell
6,994
-200
-3% -$16.3K 0.04% 206
2023
Q1 		$572K Sell
7,194
-750
-9% -$53.2K 0.04% 192
2022
Q4 		$538K Sell
7,944
-720
-8% -$42.2K 0.05% 202
2022
Q3 		$432K Sell
8,664
-400
-4% -$21.4K 0.04% 223
2022
Q2 		$505K Buy
9,064
+1,600
+21% +$88.8K 0.04% 213
2022
Q1 		$414K Buy
+7,464
New +$383K 0.03% 280

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Trust's NVO Position: Q3 2025 in Review

American Trust sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 7,721 shares — an estimated $533K sold.

American Trust first reported a position in NVO in Q1 2022 and held it in 14 quarters. The position peaked at $1.52M in Q3 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • American Trust reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • American Trust sold 7,721 Novo Nordisk shares in Q3 2025, an estimated $533K.
  • American Trust first reported a position in Novo Nordisk in Q1 2022 and held it in 14 quarters.
  • American Trust's Novo Nordisk position peaked at $1.52M in Q3 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on American Trust's 13F filing for Q3 2025, filed 17 Nov 2025.