CWM
NVO

Cordatus Wealth Management’s Novo Nordisk NVO Stock Holding History

Cordatus Wealth Management’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
-5,868
Closed -$405K – 166
2025
Q2 		$405K Sell
5,868
-106
-2% -$7.21K 0.1% 124
2025
Q1 		$415K Buy
5,974
+484
+9% +$40K 0.11% 113
2024
Q4 		$472K Buy
5,490
+18
+0.3% +$1.95K 0.12% 107
2024
Q3 		$652K Hold
5,472
– – 0.23% 69
2024
Q2 		$781K Buy
+5,472
New +$725K 0.29% 65
2023
Q3 		– Sell
-6,160
Closed -$498K – 116
2023
Q2 		$498K Buy
+6,160
New +$503K 0.19% 92
2022
Q3 		– Sell
-10,980
Closed -$612K – 125
2022
Q2 		$612K Sell
10,980
-5,354
-33% -$297K 0.29% 107
2022
Q1 		$907K Buy
+16,334
New +$838K 0.32% 112

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

Cordatus Wealth Management's NVO Position: Q3 2025 in Review

Cordatus Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 5,868 shares — an estimated $405K sold.

Cordatus Wealth Management first reported a position in NVO in Q1 2022 and held it in 8 quarters. The position peaked at $907K in Q1 2022. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Cordatus Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Cordatus Wealth Management sold 5,868 Novo Nordisk shares in Q3 2025, an estimated $405K.
  • Cordatus Wealth Management first reported a position in Novo Nordisk in Q1 2022 and held it in 8 quarters.
  • Cordatus Wealth Management's Novo Nordisk position peaked at $907K in Q1 2022.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Cordatus Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.