BWP
NVO

BSW Wealth Partners’s Novo Nordisk NVO Stock Holding History

BSW Wealth Partners’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
-9,099
Closed -$628K – 346
2025
Q2 		$628K Sell
9,099
-956
-10% -$65K 0.09% 133
2025
Q1 		$698K Buy
10,055
+759
+8% +$62.7K 0.11% 117
2024
Q4 		$800K Buy
9,296
+213
+2% +$23K 0.12% 108
2024
Q3 		$1.08M Buy
9,083
+369
+4% +$49.2K 0.16% 73
2024
Q2 		$1.24M Buy
8,714
+42
+0.5% +$5.57K 0.2% 64
2024
Q1 		$1.11M Sell
8,672
-1,012
-10% -$120K 0.19% 69
2023
Q4 		$1M Sell
9,684
-42
-0.4% -$4.15K 0.2% 71
2023
Q3 		$884K Sell
9,726
-336
-3% -$29.6K 0.2% 70
2023
Q2 		$814K Buy
10,062
+18
+0.2% +$1.47K 0.17% 77
2023
Q1 		$799K Sell
10,044
-194
-2% -$13.8K 0.16% 90
2022
Q4 		$693K Buy
10,238
+684
+7% +$40.1K 0.15% 101
2022
Q3 		$476K Buy
+9,554
New +$512K 0.12% 123
2021
Q1 		– Sell
-7,454
Closed -$260K – 223
2020
Q4 		$260K Buy
7,454
+858
+13% +$29.7K 0.08% 138
2020
Q3 		$229K Buy
+6,596
New +$220K 0.09% 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

BSW Wealth Partners's NVO Position: Q3 2025 in Review

BSW Wealth Partners sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 9,099 shares — an estimated $628K sold.

BSW Wealth Partners first reported a position in NVO in Q3 2020 and held it in 14 quarters. The position peaked at $1.24M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • BSW Wealth Partners reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 9,099 Novo Nordisk shares in Q3 2025, an estimated $628K.
  • BSW Wealth Partners first reported a position in Novo Nordisk in Q3 2020 and held it in 14 quarters.
  • BSW Wealth Partners's Novo Nordisk position peaked at $1.24M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.