SHF
NVO

Safe Harbor Fiduciary’s Novo Nordisk NVO Stock Holding History

Safe Harbor Fiduciary’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 		$7.04K Buy
102
+100
+5,000% +$6.8K 0.01% 175
2025
Q1 		$139 Hold
2
– – ﹤0.01% 216
2024
Q4 		$172 Hold
2
– – ﹤0.01% 184
2024
Q3 		$238 Buy
+2
New +$267 ﹤0.01% 194

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Safe Harbor Fiduciary's NVO Position: Q2 2025 in Review

Safe Harbor Fiduciary increased its Novo Nordisk (NVO) stake by 5,000% in Q2 2025, buying an estimated $6.8K and bringing the position to 102 shares worth $7.04K. The position accounts for 0.01% of the portfolio, ranked #175.

Safe Harbor Fiduciary first reported a position in NVO in Q3 2024 and has held it in 4 quarters since. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Safe Harbor Fiduciary held 102 shares of Novo Nordisk worth $7.04K as of Q2 2025.
  • Safe Harbor Fiduciary bought 100 Novo Nordisk shares in Q2 2025, an estimated $6.8K.
  • Novo Nordisk made up 0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #175 holding.
  • Safe Harbor Fiduciary first reported a position in Novo Nordisk in Q3 2024 and has held it in 4 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.