NC
NVO

NewSquare Capital’s Novo Nordisk NVO Stock Holding History

NewSquare Capital’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
-444
Closed -$30.6K – 878
2025
Q2 		$30.6K Buy
444
+282
+174% +$19.2K ﹤0.01% 385
2025
Q1 		$11.2K Buy
162
+44
+37% +$3.63K ﹤0.01% 517
2024
Q4 		$10.2K Sell
118
-41,507
-100% -$4.49M ﹤0.01% 267
2024
Q3 		$4.96M Buy
41,625
+3,965
+11% +$529K 0.39% 85
2024
Q2 		$5.38M Buy
37,660
+3,165
+9% +$419K 0.46% 75
2024
Q1 		$4.43M Buy
+34,495
New +$4.11M 0.39% 84
2023
Q3 		– Sell
-140
Closed -$11.3K – 800
2023
Q2 		$11.3K Buy
140
+100
+250% +$8.17K ﹤0.01% 329
2023
Q1 		$3.18K Hold
40
– – ﹤0.01% 508
2022
Q4 		$2.71K Buy
+40
New +$2.35K ﹤0.01% 446
2022
Q1 		– Sell
-236
Closed -$13K – 439
2021
Q4 		$13K Hold
236
– – ﹤0.01% 270
2021
Q3 		$11K Hold
236
– – ﹤0.01% 267
2021
Q2 		$10K Hold
236
– – ﹤0.01% 264
2021
Q1 		$8K Hold
236
– – ﹤0.01% 259
2020
Q4 		$8K Hold
236
– – ﹤0.01% 253
2020
Q3 		$8K Hold
236
– – ﹤0.01% 242
2020
Q2 		$8K Hold
236
– – ﹤0.01% 235
2020
Q1 		$7K Buy
+236
New +$7.03K ﹤0.01% 257
2016
Q4 		– Sell
-120
Closed -$2K – 409
2016
Q3 		$2K Buy
+120
New +$2.98K ﹤0.01% 452
2013
Q4 		– Sell
-210
Closed -$4K – 260
2013
Q3 		$4K Buy
+210
New +$3.53K ﹤0.01% 203

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital's NVO Position: Q3 2025 in Review

NewSquare Capital sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 444 shares — an estimated $30.6K sold.

NewSquare Capital first reported a position in NVO in Q3 2013 and held it in 19 quarters. The position peaked at $5.38M in Q2 2024. 1,400 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • NewSquare Capital reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 444 Novo Nordisk shares in Q3 2025, an estimated $30.6K.
  • NewSquare Capital first reported a position in Novo Nordisk in Q3 2013 and held it in 19 quarters.
  • NewSquare Capital's Novo Nordisk position peaked at $5.38M in Q2 2024.
  • 1,400 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.