CPA
NVO

Compass Planning Associates’s Novo Nordisk NVO Stock Holding History

Compass Planning 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
-115
Closed -$7.94K – 90
2025
Q2 		$7.94K Hold
115
– – 0.01% 100
2025
Q1 		$7.99K Hold
115
– – 0.01% 102
2024
Q4 		$9.89K Buy
+115
New +$12.4K 0.01% 99

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Compass Planning Associates's NVO Position: Q3 2025 in Review

Compass Planning Associates sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 115 shares — an estimated $7.94K sold.

Compass Planning Associates first reported a position in NVO in Q4 2024 and held it in 3 quarters. The position peaked at $9.89K in Q4 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Compass Planning Associates reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 115 Novo Nordisk shares in Q3 2025, an estimated $7.94K.
  • Compass Planning Associates first reported a position in Novo Nordisk in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Novo Nordisk position peaked at $9.89K in Q4 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.