CWS
NVO

Cypress Wealth Services’s Novo Nordisk NVO Stock Holding History

Cypress Wealth Services’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
-3,093
Closed -$213K – 357
2025
Q2 		$213K Buy
+3,093
New +$210K 0.04% 295
2024
Q3 		– Sell
-1,600
Closed -$228K – 293
2024
Q2 		$228K Buy
+1,600
New +$212K 0.05% 231

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

Cypress Wealth Services's NVO Position: Q3 2025 in Review

Cypress Wealth Services sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,093 shares — an estimated $213K sold.

Cypress Wealth Services first reported a position in NVO in Q2 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Cypress Wealth Services reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 3,093 Novo Nordisk shares in Q3 2025, an estimated $213K.
  • Cypress Wealth Services first reported a position in Novo Nordisk in Q2 2024 and held it in 2 quarters.
  • Cypress Wealth Services's Novo Nordisk position peaked at $228K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.