Forte Capital’s Novo Nordisk NVO Stock Holding History

Forte Capital’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	$344K	Sell	4,982 -3,707	-43%	-$252K	0.04%	205
2025 Q1	$603K	Sell	8,689 -33,589	-79%	-$2.77M	0.07%	158
2024 Q4	$3.64M	Sell	42,278 -22,723	-35%	-$2.46M	0.41%	51
2024 Q3	$7.74M	Buy	65,001 +54,028	+492%	+$7.21M	0.88%	31
2024 Q2	$1.57M	Buy	10,973 +7,563	+222%	+$1M	0.19%	92
2024 Q1	$438K	Sell	3,410 -1	-0%	-$119	0.05%	170
2023 Q4	$353K	Buy	3,411 +2	+0.1%	+$198	0.05%	175
2023 Q3	$310K	Sell	3,409 -21	-0.6%	-$1.85K	0.05%	171
2023 Q2	$278K	Sell	3,430 -150	-4%	-$12.3K	0.04%	180
2023 Q1	$285K	Hold	3,580	–	–	0.04%	179
2022 Q4	$242K	Buy	+3,580	New	+$210K	0.04%	183
2022 Q3	–	Sell	-3,920	Closed	-$218K	–	197
2022 Q2	$218K	Buy	+3,920	New	+$218K	0.04%	190

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Forte Capital's NVO Position: Q2 2025 in Review

Forte Capital reduced its Novo Nordisk (NVO) stake by 43% in Q2 2025, selling an estimated $252K and leaving 4,982 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #205.

Forte Capital first reported a position in NVO in Q2 2022 and has held it in 12 quarters since. The position peaked at $7.74M in Q3 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Forte Capital held 4,982 shares of Novo Nordisk worth $344K as of Q2 2025.
Forte Capital sold 3,707 Novo Nordisk shares in Q2 2025, an estimated $252K.
Novo Nordisk made up 0.04% of Forte Capital's portfolio in Q2 2025, its #205 holding.
Forte Capital first reported a position in Novo Nordisk in Q2 2022 and has held it in 12 quarters since.
Forte Capital's Novo Nordisk position peaked at $7.74M in Q3 2024.
1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.