Chesley Taft & Associates’s Novo Nordisk NVO Stock Holding History

Chesley Taft & Associates’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	-3,650	Closed	-$252K	–	352
2025 Q2	$252K	Buy	3,650 +90	+3%	+$6.12K	0.01%	317
2025 Q1	$247K	Sell	3,560 -34	-0.9%	-$2.81K	0.01%	316
2024 Q4	$309K	Sell	3,594 -101	-3%	-$10.9K	0.01%	288
2024 Q3	$440K	Sell	3,695 -500	-12%	-$66.7K	0.02%	262
2024 Q2	$599K	Sell	4,195 -50	-1%	-$6.63K	0.03%	231
2024 Q1	$545K	Buy	4,245 +100	+2%	+$11.9K	0.03%	235
2023 Q4	$429K	Buy	4,145 +825	+25%	+$81.6K	0.02%	251
2023 Q3	$302K	Hold	3,320	–	–	0.02%	258
2023 Q2	$269K	Hold	3,320	–	–	0.02%	272
2023 Q1	$264K	Buy	+3,320	New	+$235K	0.02%	270
2022 Q2	–	Sell	-3,930	Closed	-$231K	–	296
2022 Q1	$231K	Sell	3,930 -30	-0.8%	-$1.54K	0.01%	284
2021 Q4	$222K	Buy	+3,960	New	+$215K	0.01%	290

Other funds holding NVO

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chesley Taft & Associates's NVO Position: Q3 2025 in Review

Chesley Taft & Associates sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,650 shares — an estimated $252K sold.

Chesley Taft & Associates first reported a position in NVO in Q4 2021 and held it in 12 quarters. The position peaked at $599K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Chesley Taft & Associates reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Chesley Taft & Associates sold 3,650 Novo Nordisk shares in Q3 2025, an estimated $252K.
Chesley Taft & Associates first reported a position in Novo Nordisk in Q4 2021 and held it in 12 quarters.
Chesley Taft & Associates's Novo Nordisk position peaked at $599K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Chesley Taft & Associates's 13F filing for Q3 2025, filed 8 Oct 2025.