Avestar Capital’s Novo Nordisk NVO Stock Holding History

Avestar Capital’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
2026 Q3	–	Sell	-7,985	Closed	-$383K	–	572
2026 Q2	$383K	Buy	+7,985	New	+$343K	0.02%	432
2025 Q4	–	Sell	-4,557	Closed	-$253K	–	507
2025 Q3	$253K	Sell	4,557 -610	-12%	-$35.7K	0.02%	440
2025 Q2	$357K	Buy	5,167 +334	+7%	+$22.7K	0.02%	364
2025 Q1	$341K	Sell	4,833 -2,219	-31%	-$183K	0.03%	350
2024 Q4	$607K	Sell	7,052 -146	-2%	-$15.8K	0.05%	251
2024 Q3	$857K	Sell	7,198 -389	-5%	-$51.9K	0.09%	180
2024 Q2	$1.08M	Buy	7,587 +3,196	+73%	+$424K	0.11%	141
2024 Q1	$564K	Buy	4,391 +3,866	+736%	+$460K	0.06%	224
2023 Q4	$54.3K	Buy	+525	New	+$51.9K	0.01%	383
2019 Q3	–	Sell	-798	Closed	-$18K	–	620
2019 Q2	$18K	Hold	798	–	–	0.01%	406
2019 Q1	$20K	Buy	798 +50	+7%	+$1.23K	0.01%	376
2018 Q4	$15K	Buy	748 +68	+10%	+$1.51K	0.01%	377
2018 Q3	$13K	Sell	680 -252	-27%	-$6.15K	0.01%	425
2018 Q2	$18K	Sell	932 -122	-12%	-$2.9K	0.01%	378
2018 Q1	$24K	Sell	1,054 -266	-20%	-$6.98K	0.02%	310
2017 Q4	$33K	Buy	+1,320	New	+$33.6K	0.02%	291

Other funds holding NVO

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.71B AUM 69.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Avestar Capital's NVO Position: Q3 2026 in Review

Avestar Capital sold out of Novo Nordisk (NVO) in Q3 2026, closing a stake of 7,985 shares — an estimated $383K sold.

Avestar Capital first reported a position in NVO in Q4 2017 and held it in 16 quarters. The position peaked at $1.08M in Q2 2024. 1,061 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

Avestar Capital reported no remaining Novo Nordisk position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 7,985 Novo Nordisk shares in Q3 2026, an estimated $383K.
Avestar Capital first reported a position in Novo Nordisk in Q4 2017 and held it in 16 quarters.
Avestar Capital's Novo Nordisk position peaked at $1.08M in Q2 2024.
1,061 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.