LOPW
NVO

Live Oak Private Wealth’s Novo Nordisk NVO Stock Holding History

Live Oak Private 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 		– Sell
-27,708
Closed -$1.91M – 198
2025
Q2 		$1.91M Buy
27,708
+1,978
+8% +$135K 0.29% 80
2025
Q1 		$1.79M Buy
25,730
+10,137
+65% +$837K 0.29% 78
2024
Q4 		$1.34M Buy
+15,593
New +$1.69M 0.23% 82

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

Live Oak Private Wealth's NVO Position: Q3 2025 in Review

Live Oak Private Wealth sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 27,708 shares — an estimated $1.91M sold.

Live Oak Private Wealth first reported a position in NVO in Q4 2024 and held it in 3 quarters. The position peaked at $1.91M in Q2 2025. 1,396 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Live Oak Private Wealth reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Live Oak Private Wealth sold 27,708 Novo Nordisk shares in Q3 2025, an estimated $1.91M.
  • Live Oak Private Wealth first reported a position in Novo Nordisk in Q4 2024 and held it in 3 quarters.
  • Live Oak Private Wealth's Novo Nordisk position peaked at $1.91M in Q2 2025.
  • 1,396 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Live Oak Private Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.