DWM
NVO

Dakota Wealth Management’s Novo Nordisk NVO Stock Holding History

Dakota 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
-17,301
Closed -$1.19M – 747
2025
Q2 		$1.19M Sell
17,301
-3,302
-16% -$225K 0.03% 355
2025
Q1 		$1.43M Sell
20,603
-3,381
-14% -$279K 0.03% 309
2024
Q4 		$2.06M Sell
23,984
-9,924
-29% -$1.07M 0.05% 256
2024
Q3 		$4.04M Sell
33,908
-2,955
-8% -$394K 0.09% 191
2024
Q2 		$5.26M Sell
36,863
-910
-2% -$121K 0.12% 154
2024
Q1 		$4.85M Buy
37,773
+14,221
+60% +$1.69M 0.12% 158
2023
Q4 		$2.44M Sell
23,552
-1,231
-5% -$122K 0.09% 202
2023
Q3 		$2.25M Buy
24,783
+1,035
+4% +$91.2K 0.1% 187
2023
Q2 		$1.92M Buy
23,748
+10,380
+78% +$848K 0.09% 184
2023
Q1 		$1.06M Buy
13,368
+254
+2% +$18K 0.07% 225
2022
Q4 		$887K Buy
13,114
+88
+0.7% +$5.16K 0.06% 236
2022
Q3 		$649K Buy
13,026
+58
+0.4% +$3.11K 0.05% 295
2022
Q2 		$722K Buy
+12,968
New +$720K 0.07% 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

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

Dakota Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 17,301 shares — an estimated $1.19M sold.

Dakota Wealth Management first reported a position in NVO in Q2 2022 and held it in 13 quarters. The position peaked at $5.26M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Dakota Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 17,301 Novo Nordisk shares in Q3 2025, an estimated $1.19M.
  • Dakota Wealth Management first reported a position in Novo Nordisk in Q2 2022 and held it in 13 quarters.
  • Dakota Wealth Management's Novo Nordisk position peaked at $5.26M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.