BTWM
NVO

Brass Tax Wealth Management’s Novo Nordisk NVO Stock Holding History

Brass Tax Wealth Management’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
-3,225
Closed -$223K – 249
2025
Q2 		$223K Buy
+3,225
New +$219K 0.04% 211
2024
Q4 		– Sell
-1,700
Closed -$202K – 212
2024
Q3 		$202K Hold
1,700
– – 0.04% 194
2024
Q2 		$243K Hold
1,700
– – 0.1% 116
2024
Q1 		$218K Buy
+1,700
New +$202K 0.11% 105

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

Brass Tax Wealth Management's NVO Position: Q3 2025 in Review

Brass Tax Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,225 shares — an estimated $223K sold.

Brass Tax Wealth Management first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $243K in Q2 2024. 1,396 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Brass Tax Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Brass Tax Wealth Management sold 3,225 Novo Nordisk shares in Q3 2025, an estimated $223K.
  • Brass Tax Wealth Management first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Brass Tax Wealth Management's Novo Nordisk position peaked at $243K in Q2 2024.
  • 1,396 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.