FullCircle Wealth’s Novo Nordisk NVO Stock Holding History

FullCircle Wealth’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	$1.32M	Sell	27,277 -1,044	-4%	-$61.1K	0.46%	70
2025 Q2	$1.38M	Buy	28,321 +2,283	+9%	+$155K	0.52%	56
2025 Q1	$1.63M	Buy	26,038 +6,292	+32%	+$520K	0.67%	43
2024 Q4	$1.56M	Buy	19,746 +5,439	+38%	+$588K	0.64%	47
2024 Q3	$1.61M	Buy	14,307 +3,816	+36%	+$509K	0.72%	40
2024 Q2	$1.38M	Buy	+10,491	New	+$1.39M	0.68%	42

Other funds holding NVO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FullCircle Wealth's NVO Position: Q3 2025 in Review

FullCircle Wealth reduced its Novo Nordisk (NVO) stake by 3.7% in Q3 2025, selling an estimated $61.1K and leaving 27,277 shares worth $1.32M. The position accounts for 0.46% of the portfolio, ranked #70.

FullCircle Wealth first reported a position in NVO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

FullCircle Wealth held 27,277 shares of Novo Nordisk worth $1.32M as of Q3 2025.
FullCircle Wealth sold 1,044 Novo Nordisk shares in Q3 2025, an estimated $61.1K.
Novo Nordisk made up 0.46% of FullCircle Wealth's portfolio in Q3 2025, its #70 holding.
FullCircle Wealth first reported a position in Novo Nordisk in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's Novo Nordisk position peaked at $1.63M in Q1 2025.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.