Castle Rock Wealth Management’s Novo Nordisk NVO Stock Holding History

Castle Rock 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 Q4	–	Sell	-3,445	Closed	-$202K	–	272
2025 Q3	$202K	Buy	+3,445	New	+$202K	0.04%	253
2024 Q4	–	Sell	-17,287	Closed	-$2.04M	–	255
2024 Q3	$2.04M	Buy	17,287 +264	+2%	+$35.2K	0.49%	54
2024 Q2	$2.48M	Buy	17,023 +1,026	+6%	+$136K	0.62%	35
2024 Q1	$2.07M	Buy	15,997 +4,781	+43%	+$569K	0.56%	41
2023 Q4	$1.19M	Buy	11,216 +5,224	+87%	+$517K	0.36%	75
2023 Q3	$553K	Buy	5,992 +794	+15%	+$69.9K	0.19%	128
2023 Q2	$416K	Buy	+5,198	New	+$425K	0.14%	138

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Castle Rock Wealth Management's NVO Position: Q4 2025 in Review

Castle Rock Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 3,445 shares — an estimated $202K sold.

Castle Rock Wealth Management first reported a position in NVO in Q2 2023 and held it in 7 quarters. The position peaked at $2.48M in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Castle Rock Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Castle Rock Wealth Management sold 3,445 Novo Nordisk shares in Q4 2025, an estimated $202K.
Castle Rock Wealth Management first reported a position in Novo Nordisk in Q2 2023 and held it in 7 quarters.
Castle Rock Wealth Management's Novo Nordisk position peaked at $2.48M in Q2 2024.
1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Castle Rock Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.