James T. Borello
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James T. Borello’s Novo Nordisk NVO Stock Holding History

James T. Borello’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
2026
Q3 		$56.3K Sell
1,484
-150
-9% -$6.92K 0.01% 225
2026
Q2 		$78.3K Buy
1,634
+52
+3% +$2.23K 0.02% 192
2026
Q1 		$58.1K Buy
1,582
+1,559
+6,778% +$73.9K 0.01% 205
2025
Q4 		$1.17K Buy
+23
New +$1.18K ﹤0.01% 858

Other funds holding NVO

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

James T. Borello's NVO Position: Q3 2026 in Review

James T. Borello reduced its Novo Nordisk (NVO) stake by 9.2% in Q3 2026, selling an estimated $6.92K and leaving 1,484 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #225.

James T. Borello first reported a position in NVO in Q4 2025 and has held it in 4 quarters since. The position peaked at $78.3K in Q2 2026. 467 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • James T. Borello held 1,484 shares of Novo Nordisk worth $56.3K as of Q3 2026.
  • James T. Borello sold 150 Novo Nordisk shares in Q3 2026, an estimated $6.92K.
  • Novo Nordisk made up 0.01% of James T. Borello's portfolio in Q3 2026, its #225 holding.
  • James T. Borello first reported a position in Novo Nordisk in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Novo Nordisk position peaked at $78.3K in Q2 2026.
  • 467 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.