Beacon Capital Management LLC (Tennessee)’s Novo Nordisk NVO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-1,279	Closed	-$88.3K	–	723
2025 Q2	$88.3K	Sell	1,279 -893	-41%	-$60.7K	0.01%	232
2025 Q1	$151K	Sell	2,172 -291	-12%	-$24K	0.02%	150
2024 Q4	$212K	Sell	2,463 -136	-5%	-$14.7K	0.03%	111
2024 Q3	$309K	Buy	2,599 +225	+9%	+$30K	0.04%	90
2024 Q2	$339K	Hold	2,374	–	–	0.06%	71
2024 Q1	$305K	Buy	2,374 +318	+15%	+$37.9K	0.06%	72
2023 Q4	$187K	Buy	2,056 +1,028	+100%	+$102K	0.05%	89
2023 Q3	$166K	Sell	1,028 -1,028	-50%	-$90.6K	0.04%	105
2023 Q2	$166K	Buy	2,056 +160	+8%	+$13.1K	0.04%	105
2023 Q1	$151K	Buy	1,896 +156	+9%	+$11.1K	0.04%	100
2022 Q4	$118K	Sell	1,740 -826	-32%	-$48.4K	0.04%	124
2022 Q3	$143K	Hold	2,566	–	–	0.05%	110
2022 Q2	$142K	Hold	2,566	–	–	0.04%	122
2022 Q1	$142K	Buy	+2,566	New	+$132K	0.03%	122

Other funds holding NVO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NVO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 1,279 shares — an estimated $88.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NVO in Q1 2022 and held it in 14 quarters. The position peaked at $339K in Q2 2024. 1,400 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,279 Novo Nordisk shares in Q3 2025, an estimated $88.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Novo Nordisk in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Novo Nordisk position peaked at $339K in Q2 2024.
1,400 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.