FM
NVO

Family Management’s Novo Nordisk NVO Stock Holding History

Family 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
-3,330
Closed -$230K – 270
2025
Q2 		$230K Sell
3,330
-569
-15% -$38.7K 0.03% 167
2025
Q1 		$271K Buy
3,899
+520
+15% +$42.9K 0.04% 144
2024
Q4 		$291K Sell
3,379
-48
-1% -$5.19K 0.05% 137
2024
Q3 		$408K Buy
3,427
+48
+1% +$6.4K 0.07% 122
2024
Q2 		$482K Buy
3,379
+29
+0.9% +$3.84K 0.08% 101
2024
Q1 		$430K Sell
3,350
-2
-0.1% -$238 0.08% 108
2023
Q4 		$347K Buy
3,352
+30
+0.9% +$2.97K 0.07% 104
2023
Q3 		$302K Buy
3,322
+124
+4% +$10.9K 0.07% 100
2023
Q2 		$259K Hold
3,198
– – 0.06% 117
2023
Q1 		$254K Hold
3,198
– – 0.06% 102
2022
Q4 		$216K Buy
+3,198
New +$187K 0.05% 132

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

Family Management's NVO Position: Q3 2025 in Review

Family Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,330 shares — an estimated $230K sold.

Family Management first reported a position in NVO in Q4 2022 and held it in 11 quarters. The position peaked at $482K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Family Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Family Management sold 3,330 Novo Nordisk shares in Q3 2025, an estimated $230K.
  • Family Management first reported a position in Novo Nordisk in Q4 2022 and held it in 11 quarters.
  • Family Management's Novo Nordisk position peaked at $482K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Family Management's 13F filing for Q3 2025, filed 13 Nov 2025.