Colonial River Investments’s Novo Nordisk NVO Stock Holding History

Colonial River Investments’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	-3,435	Closed	-$244K	–	249
2025 Q2	$244K	Sell	3,435 -151	-4%	-$10.3K	0.11%	190
2025 Q1	$249K	Sell	3,586 -263	-7%	-$21.7K	0.14%	161
2024 Q4	$331K	Buy	3,849 +26	+0.7%	+$2.81K	0.16%	135
2024 Q3	$455K	Hold	3,823	–	–	0.23%	103
2024 Q2	$546K	Sell	3,823 -218	-5%	-$28.9K	0.29%	78
2024 Q1	$519K	Sell	4,041 -22	-0.5%	-$2.62K	0.29%	84
2023 Q4	$420K	Buy	4,063 +186	+5%	+$18.4K	0.25%	112
2023 Q3	$353K	Sell	3,877 -8,009	-67%	-$706K	0.23%	108
2023 Q2	$962K	Buy	11,886 +8,854	+292%	+$723K	0.63%	40
2023 Q1	$241K	Buy	+3,032	New	+$215K	0.14%	164

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

Colonial River Investments's NVO Position: Q3 2025 in Review

Colonial River Investments sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,435 shares — an estimated $244K sold.

Colonial River Investments first reported a position in NVO in Q1 2023 and held it in 10 quarters. The position peaked at $962K in Q2 2023. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Colonial River Investments reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Colonial River Investments sold 3,435 Novo Nordisk shares in Q3 2025, an estimated $244K.
Colonial River Investments first reported a position in Novo Nordisk in Q1 2023 and held it in 10 quarters.
Colonial River Investments's Novo Nordisk position peaked at $962K in Q2 2023.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Colonial River Investments's 13F filing for Q3 2025, filed 13 Nov 2025.