CWP
NVO

Capital Wealth Planning’s Novo Nordisk NVO Stock Holding History

Capital Wealth Planning’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
-45,286
Closed -$3.13M – 169
2025
Q2 		$3.13M Buy
+45,286
New +$3.08M 0.02% 76
2025
Q1 		– Sell
-20,792
Closed -$1.79M – 157
2024
Q4 		$1.79M Sell
20,792
-1,100
-5% -$119K 0.02% 79
2024
Q3 		$2.61M Sell
21,892
-1,914
-8% -$255K 0.02% 66
2024
Q2 		$3.4M Buy
23,806
+15,731
+195% +$2.08M 0.04% 47
2024
Q1 		$1.04M Buy
8,075
+511
+7% +$60.8K 0.01% 86
2023
Q4 		$782K Buy
+7,564
New +$748K 0.01% 95
2023
Q2 		– Sell
-8,052
Closed -$641K – 145
2023
Q1 		$641K Buy
+8,052
New +$571K 0.01% 67

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Wealth Planning's NVO Position: Q3 2025 in Review

Capital Wealth Planning sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 45,286 shares — an estimated $3.13M sold.

Capital Wealth Planning first reported a position in NVO in Q1 2023 and held it in 7 quarters. The position peaked at $3.4M in Q2 2024. 1,398 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Capital Wealth Planning reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 45,286 Novo Nordisk shares in Q3 2025, an estimated $3.13M.
  • Capital Wealth Planning first reported a position in Novo Nordisk in Q1 2023 and held it in 7 quarters.
  • Capital Wealth Planning's Novo Nordisk position peaked at $3.4M in Q2 2024.
  • 1,398 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Capital Wealth Planning's 13F filing for Q3 2025, filed 13 Nov 2025.