BWP
NVO

Barlow Wealth Partners’s Novo Nordisk NVO Stock Holding History

Barlow Wealth Partners’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
-236,999
Closed -$16.5M – 136
2025
Q2 		$16.5M Buy
+236,999
New +$16.1M 1.98% 23
2024
Q4 		– Sell
-71,657
Closed -$8.44M – 148
2024
Q3 		$8.44M Buy
+71,657
New +$9.56M 1.1% 38

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

Barlow Wealth Partners's NVO Position: Q3 2025 in Review

Barlow Wealth Partners sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 236,999 shares — an estimated $16.5M sold.

Barlow Wealth Partners first reported a position in NVO in Q3 2024 and held it in 2 quarters. The position peaked at $16.5M in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Barlow Wealth Partners reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 236,999 Novo Nordisk shares in Q3 2025, an estimated $16.5M.
  • Barlow Wealth Partners first reported a position in Novo Nordisk in Q3 2024 and held it in 2 quarters.
  • Barlow Wealth Partners's Novo Nordisk position peaked at $16.5M in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Barlow Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.