DWM
NVO

Drive Wealth Management’s Novo Nordisk NVO Stock Holding History

Drive 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
-3,859
Closed -$266K – 384
2025
Q2 		$266K Sell
3,859
-1,348
-26% -$91.7K 0.06% 254
2025
Q1 		$367K Sell
5,207
-1,492
-22% -$123K 0.09% 182
2024
Q4 		$576K Sell
6,699
-2,645
-28% -$286K 0.14% 116
2024
Q3 		$1.11M Sell
9,344
-94
-1% -$12.5K 0.29% 66
2024
Q2 		$1.35M Sell
9,438
-52
-0.5% -$6.89K 0.36% 53
2024
Q1 		$1.23M Sell
9,490
-324
-3% -$38.6K 0.34% 58
2023
Q4 		$1.02M Buy
9,814
+71
+0.7% +$7.02K 0.33% 64
2023
Q3 		$886K Buy
9,743
+491
+5% +$43.3K 0.32% 66
2023
Q2 		$748K Buy
9,252
+52
+0.6% +$4.25K 0.28% 77
2023
Q1 		$738K Sell
9,200
-1,678
-15% -$119K 0.31% 82
2022
Q4 		$736K Buy
10,878
+1,768
+19% +$104K 0.37% 64
2022
Q3 		$454K Buy
9,110
+798
+10% +$42.7K 0.43% 62
2022
Q2 		$463K Buy
8,312
+206
+3% +$11.4K 0.42% 64
2022
Q1 		$454K Buy
8,106
+808
+11% +$41.5K 0.38% 73
2021
Q4 		$409K Buy
+7,298
New +$395K 0.36% 80

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

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

Drive Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,859 shares — an estimated $266K sold.

Drive Wealth Management first reported a position in NVO in Q4 2021 and held it in 15 quarters. The position peaked at $1.35M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Drive Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 3,859 Novo Nordisk shares in Q3 2025, an estimated $266K.
  • Drive Wealth Management first reported a position in Novo Nordisk in Q4 2021 and held it in 15 quarters.
  • Drive Wealth Management's Novo Nordisk position peaked at $1.35M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.