GWM
NVO

Gitterman Wealth Management’s Novo Nordisk NVO Stock Holding History

Gitterman 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 		$894K Sell
16,113
-1,000
-6% -$58.5K 0.2% 30
2025
Q2 		$1.18M Sell
17,113
-1,985
-10% -$135K 0.28% 16
2025
Q1 		$1.33M Buy
19,098
+10
+0.1% +$826 0.35% 16
2024
Q4 		$1.64M Sell
19,088
-78
-0.4% -$8.44K 0.69% 11
2024
Q3 		$2.28M Buy
19,166
+78
+0.4% +$10.4K 0.95% 9
2024
Q2 		$2.72M Hold
19,088
– – 1.05% 8
2024
Q1 		$2.45M Sell
19,088
-4,000
-17% -$476K 0.95% 8
2023
Q4 		$2.39M Hold
23,088
– – 1.06% 7
2023
Q3 		$2.1M Hold
23,088
– – 1% 7
2023
Q2 		$1.87M Sell
23,088
-246
-1% -$20.1K 0.87% 7
2023
Q1 		$1.86M Sell
23,334
-6,000
-20% -$425K 0.88% 7
2022
Q4 		$1.99M Hold
29,334
– – 0.99% 7
2022
Q3 		$1.46M Sell
29,334
-1,884
-6% -$101K 1.51% 7
2022
Q2 		$1.74M Hold
31,218
– – 1.63% 6
2022
Q1 		$1.73M Sell
31,218
-3,042
-9% -$156K 1.39% 7
2021
Q4 		$1.92M Buy
34,260
+198
+0.6% +$10.7K 1.42% 9
2021
Q3 		$1.64M Sell
34,062
-2,654
-7% -$128K 1.31% 12
2021
Q2 		$1.54M Buy
36,716
+2,456
+7% +$95.2K 1.25% 11
2021
Q1 		$1.16M Buy
+34,260
New +$1.22M 0.74% 14

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

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

Gitterman Wealth Management reduced its Novo Nordisk (NVO) stake by 5.8% in Q3 2025, selling an estimated $58.5K and leaving 16,113 shares worth $894K. The position accounts for 0.2% of the portfolio, ranked #30.

Gitterman Wealth Management first reported a position in NVO in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Gitterman Wealth Management held 16,113 shares of Novo Nordisk worth $894K as of Q3 2025.
  • Gitterman Wealth Management sold 1,000 Novo Nordisk shares in Q3 2025, an estimated $58.5K.
  • Novo Nordisk made up 0.2% of Gitterman Wealth Management's portfolio in Q3 2025, its #30 holding.
  • Gitterman Wealth Management first reported a position in Novo Nordisk in Q1 2021 and has held it in 19 quarters since.
  • Gitterman Wealth Management's Novo Nordisk position peaked at $2.72M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.