MF
NVO

Montis Financial’s Novo Nordisk NVO Stock Holding History

Montis Financial’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
-6,568
Closed -$453K – 159
2025
Q2 		$453K Sell
6,568
-3,650
-36% -$248K 0.13% 93
2025
Q1 		$710K Sell
10,218
-3,741
-27% -$309K 0.21% 67
2024
Q4 		$1.2M Hold
13,959
– – 0.37% 48
2024
Q3 		$1.66M Sell
13,959
-2,450
-15% -$327K 0.59% 27
2024
Q2 		$2.34M Sell
16,409
-3,961
-19% -$525K 1.07% 17
2024
Q1 		$2.62M Sell
20,370
-368
-2% -$43.8K 1.24% 12
2023
Q4 		$2.15M Buy
20,738
+6,804
+49% +$673K 1.28% 11
2023
Q3 		$1.27M Buy
+13,934
New +$1.23M 0.85% 16

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

Montis Financial's NVO Position: Q3 2025 in Review

Montis Financial sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 6,568 shares — an estimated $453K sold.

Montis Financial first reported a position in NVO in Q3 2023 and held it in 8 quarters. The position peaked at $2.62M in Q1 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Montis Financial reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Montis Financial sold 6,568 Novo Nordisk shares in Q3 2025, an estimated $453K.
  • Montis Financial first reported a position in Novo Nordisk in Q3 2023 and held it in 8 quarters.
  • Montis Financial's Novo Nordisk position peaked at $2.62M in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Montis Financial's 13F filing for Q3 2025, filed 28 Oct 2025.