Bristlecone Advisors’s Novo Nordisk NVO Stock Holding History

Bristlecone 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	$381K	Sell	6,875 -8,385	-55%	-$491K	0.03%	183
2025 Q2	$1.05M	Sell	15,260 -9,609	-39%	-$654K	0.09%	126
2025 Q1	$1.73M	Buy	24,869 +12,576	+102%	+$1.04M	0.14%	122
2024 Q4	$1.06M	Buy	12,293 +2,395	+24%	+$259K	0.08%	144
2024 Q3	$1.18M	Buy	9,898 +725	+8%	+$96.7K	0.09%	133
2024 Q2	$1.31M	Buy	9,173 +2,000	+28%	+$265K	0.11%	127
2024 Q1	$921K	Buy	7,173 +1,761	+33%	+$210K	0.08%	145
2023 Q4	$560K	Buy	5,412 +2,605	+93%	+$258K	0.06%	170
2023 Q3	$255K	Buy	+2,807	New	+$247K	0.03%	227

Other funds holding NVO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bristlecone Advisors's NVO Position: Q3 2025 in Review

Bristlecone Advisors reduced its Novo Nordisk (NVO) stake by 55% in Q3 2025, selling an estimated $491K and leaving 6,875 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #183.

Bristlecone Advisors first reported a position in NVO in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Bristlecone Advisors held 6,875 shares of Novo Nordisk worth $381K as of Q3 2025.
Bristlecone Advisors sold 8,385 Novo Nordisk shares in Q3 2025, an estimated $491K.
Novo Nordisk made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #183 holding.
Bristlecone Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 9 quarters since.
Bristlecone Advisors's Novo Nordisk position peaked at $1.73M in Q1 2025.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.