CP
NVO

Cumberland Partners’s Novo Nordisk NVO Stock Holding History

Cumberland Partners’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
-4,679
Closed -$325K – 189
2025
Q1 		$325K Sell
4,679
-25,000
-84% -$2.06M 0.03% 159
2024
Q4 		$2.55M Buy
+29,679
New +$3.21M 0.18% 85
2024
Q3 		– Sell
-149,653
Closed -$21.4M – 188
2024
Q2 		$21.4M Sell
149,653
-4,701
-3% -$623K 1.55% 25
2024
Q1 		$19.8M Buy
154,354
+60,840
+65% +$7.24M 1.44% 27
2023
Q4 		$8.5M Sell
93,514
-250
-0.3% -$24.7K 0.78% 34
2023
Q3 		$8.53M Buy
93,764
+1,400
+2% +$123K 0.82% 30
2023
Q2 		$7.47M Buy
+92,364
New +$7.55M 0.69% 32

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cumberland Partners's NVO Position: Q2 2025 in Review

Cumberland Partners sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 4,679 shares — an estimated $325K sold.

Cumberland Partners first reported a position in NVO in Q2 2023 and held it in 7 quarters. The position peaked at $21.4M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Cumberland Partners reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 4,679 Novo Nordisk shares in Q2 2025, an estimated $325K.
  • Cumberland Partners first reported a position in Novo Nordisk in Q2 2023 and held it in 7 quarters.
  • Cumberland Partners's Novo Nordisk position peaked at $21.4M in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.