CPWA
NVO

Cerro Pacific Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Cerro Pacific Wealth 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
Q2 		– Sell
-3,112
Closed -$268K – 171
2025
Q1 		$268K Sell
3,112
-189
-6% -$15.6K 0.09% 137
2024
Q4 		$393K Buy
3,301
+828
+33% +$89.5K 0.13% 117
2024
Q3 		$353K Hold
2,473
– – 0.13% 115
2024
Q2 		$353K Buy
+2,473
New +$328K 0.14% 115

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cerro Pacific Wealth Advisors's NVO Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,112 shares — an estimated $268K sold.

Cerro Pacific Wealth Advisors first reported a position in NVO in Q2 2024 and held it in 4 quarters. The position peaked at $393K in Q4 2024. 1,484 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 3,112 Novo Nordisk shares in Q2 2025, an estimated $268K.
  • Cerro Pacific Wealth Advisors first reported a position in Novo Nordisk in Q2 2024 and held it in 4 quarters.
  • Cerro Pacific Wealth Advisors's Novo Nordisk position peaked at $393K in Q4 2024.
  • 1,484 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.