BA
NVO

Bellwether Advisors’s Novo Nordisk NVO Stock Holding History

Bellwether Advisors’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
-189
Closed -$13K – 424
2025
Q2 		$13K Buy
+189
New +$12.9K ﹤0.01% 345
2023
Q2 		– Sell
-106
Closed -$8.43K – 321
2023
Q1 		$8.43K Hold
106
– – ﹤0.01% 283
2022
Q4 		$7.17K Hold
106
– – ﹤0.01% 290
2022
Q3 		$5K Hold
106
– – ﹤0.01% 325
2022
Q2 		$5K Hold
106
– – ﹤0.01% 282
2022
Q1 		$5K Hold
106
– – ﹤0.01% 368
2021
Q4 		$5K Hold
106
– – ﹤0.01% 405
2021
Q3 		$5K Hold
106
– – ﹤0.01% 371
2021
Q2 		$4K Hold
106
– – ﹤0.01% 342
2021
Q1 		$3K Hold
106
– – ﹤0.01% 331
2020
Q4 		$3K Buy
+106
New +$3.66K ﹤0.01% 293

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

Bellwether Advisors's NVO Position: Q3 2025 in Review

Bellwether Advisors sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 189 shares — an estimated $13K sold.

Bellwether Advisors first reported a position in NVO in Q4 2020 and held it in 11 quarters. The position peaked at $13K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Bellwether Advisors reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 189 Novo Nordisk shares in Q3 2025, an estimated $13K.
  • Bellwether Advisors first reported a position in Novo Nordisk in Q4 2020 and held it in 11 quarters.
  • Bellwether Advisors's Novo Nordisk position peaked at $13K in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.