MAM
NVO

Milestone Asset Management’s Novo Nordisk NVO Stock Holding History

Milestone Asset 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
-11,945
Closed -$824K – 244
2025
Q2 		$824K Buy
+11,945
New +$812K 0.17% 105
2024
Q3 		– Sell
-5,523
Closed -$788K – 222
2024
Q2 		$788K Buy
+5,523
New +$732K 0.2% 98

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

Milestone Asset Management's NVO Position: Q3 2025 in Review

Milestone Asset Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 11,945 shares — an estimated $824K sold.

Milestone Asset Management first reported a position in NVO in Q2 2024 and held it in 2 quarters. The position peaked at $824K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Milestone Asset Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 11,945 Novo Nordisk shares in Q3 2025, an estimated $824K.
  • Milestone Asset Management first reported a position in Novo Nordisk in Q2 2024 and held it in 2 quarters.
  • Milestone Asset Management's Novo Nordisk position peaked at $824K in Q2 2025.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.