BCMLT
NVO

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
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

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. 1,395 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.
  • 1,395 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.