Beaumont Financial Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-15,231
| Closed | -$845K | – | 400 |
|
|
2025
Q3 | $845K | Sell |
15,231
-58
| -0.4% | -$3.4K | 0.06% | 177 |
|
|
2025
Q2 | $1.06M | Hold |
15,289
| – | – | 0.08% | 146 |
|
|
2025
Q1 | $1.06M | Sell |
15,289
-1,327
| -8% | -$110K | 0.08% | 142 |
|
|
2024
Q4 | $1.43M | Buy |
16,616
+572
| +4% | +$61.9K | 0.11% | 124 |
|
|
2024
Q3 | $1.91M | Hold |
16,044
| – | – | 0.15% | 90 |
|
|
2024
Q2 | $2.29M | Sell |
16,044
-350
| -2% | -$46.4K | 0.18% | 81 |
|
|
2024
Q1 | $2.1M | Buy |
16,394
+730
| +5% | +$86.9K | 0.17% | 81 |
|
|
2023
Q4 | $1.62M | Sell |
15,664
-920
| -6% | -$91K | 0.15% | 97 |
|
|
2023
Q3 | $1.51M | Buy |
16,584
+2,950
| +22% | +$260K | 0.15% | 97 |
|
|
2023
Q2 | $1.08M | Hold |
13,634
| – | – | 0.1% | 123 |
|
|
2023
Q1 | $1.08M | Sell |
13,634
-1,800
| -12% | -$128K | 0.11% | 111 |
|
|
2022
Q4 | $1.04M | Hold |
15,434
| – | – | 0.1% | 117 |
|
|
2022
Q3 | $769K | Hold |
15,434
| – | – | 0.07% | 137 |
|
|
2022
Q2 | $860K | Hold |
15,434
| – | – | 0.08% | 135 |
|
|
2022
Q1 | $857K | Buy |
15,434
+1,800
| +13% | +$92.4K | 0.07% | 163 |
|
|
2021
Q4 | $764K | Sell |
13,634
-340
| -2% | -$18.4K | 0.06% | 167 |
|
|
2021
Q3 | $671K | Hold |
13,974
| – | – | 0.05% | 178 |
|
|
2021
Q2 | $585K | Hold |
13,974
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $471K | Hold |
13,974
| – | – | 0.04% | 202 |
|
|
2020
Q4 | $488K | Sell |
13,974
-6,000
| -30% | -$207K | 0.04% | 198 |
|
|
2020
Q3 | $693K | Hold |
19,974
| – | – | 0.07% | 170 |
|
|
2020
Q2 | $654K | Hold |
19,974
| – | – | 0.07% | 157 |
|
|
2020
Q1 | $601K | Hold |
19,974
| – | – | 0.08% | 129 |
|
|
2019
Q4 | $578K | Buy |
19,974
+34
| +0.2% | +$941 | 0.06% | 168 |
|
|
2019
Q3 | $515K | Hold |
19,940
| – | – | 0.05% | 167 |
|
|
2019
Q2 | $509K | Hold |
19,940
| – | – | 0.05% | 149 |
|
|
2019
Q1 | $522K | Sell |
19,940
-350
| -2% | -$8.6K | 0.06% | 149 |
|
|
2018
Q4 | $467K | Sell |
20,290
-718
| -3% | -$16K | 0.08% | 130 |
|
|
2018
Q3 | $495K | Buy |
21,008
+3,950
| +23% | +$96.4K | 0.05% | 148 |
|
|
2018
Q2 | $393K | Hold |
17,058
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $420K | Buy |
17,058
+7,150
| +72% | +$188K | 0.05% | 147 |
|
|
2017
Q4 | $266K | Hold |
9,908
| – | – | 0.03% | 161 |
|
|
2017
Q3 | $239K | Buy |
+9,908
| New | +$224K | 0.03% | 166 |
|
Other funds holding NVO
F
Beaumont Financial Advisors's NVO Position: Q4 2025 in Review
Beaumont Financial Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 15,231 shares — an estimated $845K sold.
Beaumont Financial Advisors first reported a position in NVO in Q3 2017 and held it in 33 quarters. The position peaked at $2.29M in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.
- Beaumont Financial Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
- Beaumont Financial Advisors sold 15,231 Novo Nordisk shares in Q4 2025, an estimated $845K.
- Beaumont Financial Advisors first reported a position in Novo Nordisk in Q3 2017 and held it in 33 quarters.
- Beaumont Financial Advisors's Novo Nordisk position peaked at $2.29M in Q2 2024.
- 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.
Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.