Castleview Partners’s Novo Nordisk NVO Stock Holding History

Castleview 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 Q1	–	Sell	-2,379	Closed	-$208K	–	436
2024 Q4	$208K	Sell	2,379 -171	-7%	-$18.5K	0.11%	187
2024 Q3	$304K	Buy	2,550 +6	+0.2%	+$800	0.18%	138
2024 Q2	$363K	Buy	2,544 +99	+4%	+$13.1K	0.21%	113
2024 Q1	$314K	Buy	2,445 +30	+1%	+$3.57K	0.18%	132
2023 Q4	$250K	Sell	2,415 -24	-1%	-$2.37K	0.18%	121
2023 Q3	$222K	Buy	+2,439	New	+$215K	0.21%	104
2022 Q1	–	Sell	-20,832	Closed	-$93	–	918
2021 Q4	$93	Buy	+20,832	New	+$1.13M	﹤0.01%	816

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Castleview Partners's NVO Position: Q1 2025 in Review

Castleview Partners sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,379 shares — an estimated $208K sold.

Castleview Partners first reported a position in NVO in Q4 2021 and held it in 7 quarters. The position peaked at $363K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Castleview Partners reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 2,379 Novo Nordisk shares in Q1 2025, an estimated $208K.
Castleview Partners first reported a position in Novo Nordisk in Q4 2021 and held it in 7 quarters.
Castleview Partners's Novo Nordisk position peaked at $363K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.