Pinnacle Wealth Management Advisory Group’s Novo Nordisk NVO Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-3,020	Closed	-$208K	–	405
2025 Q2	$208K	Sell	3,020 -44	-1%	-$2.99K	0.02%	353
2025 Q1	$213K	Buy	3,064 +44	+1%	+$3.63K	0.02%	339
2024 Q4	$260K	Hold	3,020	–	–	0.02%	305
2024 Q3	$360K	Hold	3,020	–	–	0.03%	247
2024 Q2	$431K	Hold	3,020	–	–	0.04%	212
2024 Q1	$388K	Hold	3,020	–	–	0.04%	223
2023 Q4	$312K	Buy	3,020 +18	+0.6%	+$1.78K	0.04%	235
2023 Q3	$273K	Hold	3,002	–	–	0.04%	246
2023 Q2	$243K	Buy	3,002 +34	+1%	+$2.78K	0.03%	277
2023 Q1	$236K	Buy	+2,968	New	+$210K	0.03%	271
2016 Q3	–	Sell	-8,800	Closed	-$237K	–	122
2016 Q2	$237K	Hold	8,800	–	–	0.19%	104
2016 Q1	$238K	Hold	8,800	–	–	0.21%	96
2015 Q4	$256K	Hold	8,800	–	–	0.23%	89
2015 Q3	$239K	Hold	8,800	–	–	0.23%	83
2015 Q2	$241K	Buy	8,800 +1,000	+13%	+$28.1K	0.22%	90
2015 Q1	$208K	Buy	+7,800	New	+$180K	0.19%	100

Other funds holding NVO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's NVO Position: Q3 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,020 shares — an estimated $208K sold.

Pinnacle Wealth Management Advisory Group first reported a position in NVO in Q1 2015 and held it in 16 quarters. The position peaked at $431K in Q2 2024. 1,398 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Pinnacle Wealth Management Advisory Group reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 3,020 Novo Nordisk shares in Q3 2025, an estimated $208K.
Pinnacle Wealth Management Advisory Group first reported a position in Novo Nordisk in Q1 2015 and held it in 16 quarters.
Pinnacle Wealth Management Advisory Group's Novo Nordisk position peaked at $431K in Q2 2024.
1,398 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.