Hoxton Planning & Management’s Novo Nordisk NVO Stock Holding History

Hoxton Planning & 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	-3,402	Closed	-$235K	–	225
2025 Q2	$235K	Sell	3,402 -294	-8%	-$20K	0.08%	180
2025 Q1	$257K	Sell	3,696 -3	-0.1%	-$248	0.1%	165
2024 Q4	$318K	Buy	3,699 +21	+0.6%	+$2.27K	0.12%	147
2024 Q3	$438K	Buy	3,678 +80	+2%	+$10.7K	0.17%	109
2024 Q2	$514K	Sell	3,598 -14	-0.4%	-$1.85K	0.24%	81
2024 Q1	$464K	Sell	3,612 -20	-0.6%	-$2.38K	0.22%	89
2023 Q4	$376K	Buy	3,632 +171	+5%	+$16.9K	0.2%	90
2023 Q3	$315K	Buy	3,461 +145	+4%	+$12.8K	0.2%	97
2023 Q2	$268K	Buy	3,316 +442	+15%	+$36.1K	0.17%	113
2023 Q1	$229K	Buy	+2,874	New	+$204K	0.13%	140

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

Hoxton Planning & Management's NVO Position: Q3 2025 in Review

Hoxton Planning & Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,402 shares — an estimated $235K sold.

Hoxton Planning & Management first reported a position in NVO in Q1 2023 and held it in 10 quarters. The position peaked at $514K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Hoxton Planning & Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Hoxton Planning & Management sold 3,402 Novo Nordisk shares in Q3 2025, an estimated $235K.
Hoxton Planning & Management first reported a position in Novo Nordisk in Q1 2023 and held it in 10 quarters.
Hoxton Planning & Management's Novo Nordisk position peaked at $514K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Hoxton Planning & Management's 13F filing for Q3 2025, filed 27 Oct 2025.