PUREfi Wealth’s Novo Nordisk NVO Stock Holding History

PUREfi 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 Q2	–	Sell	-3,700	Closed	-$257K	–	159
2025 Q1	$257K	Buy	3,700 +747	+25%	+$61.7K	0.26%	106
2024 Q4	$254K	Buy	+2,953	New	+$319K	0.25%	120

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PUREfi Wealth's NVO Position: Q2 2025 in Review

PUREfi Wealth sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,700 shares — an estimated $257K sold.

PUREfi Wealth first reported a position in NVO in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

PUREfi Wealth reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
PUREfi Wealth sold 3,700 Novo Nordisk shares in Q2 2025, an estimated $257K.
PUREfi Wealth first reported a position in Novo Nordisk in Q4 2024 and held it in 2 quarters.
PUREfi Wealth's Novo Nordisk position peaked at $257K in Q1 2025.
1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on PUREfi Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.