Sage Private Wealth Group’s Novo Nordisk NVO Stock Holding History

Sage Private Wealth 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	-3,273	Closed	-$226K	–	93
2025 Q2	$226K	Buy	+3,273	New	+$223K	0.14%	83
2024 Q3	–	Sell	-1,757	Closed	-$251K	–	93
2024 Q2	$251K	Sell	1,757 -3	-0.2%	-$398	0.21%	74
2024 Q1	$226K	Buy	+1,760	New	+$210K	0.18%	78
2022 Q4	–	Sell	-2,032	Closed	-$101K	–	134
2022 Q3	$101K	Hold	2,032	–	–	0.13%	66
2022 Q2	$113K	Buy	2,032 +122	+6%	+$6.77K	0.16%	64
2022 Q1	$106K	Buy	1,910 +188	+11%	+$9.65K	0.1%	67
2021 Q4	$96K	Buy	1,722 +6	+0.3%	+$325	0.12%	66
2021 Q3	$82K	Hold	1,716	–	–	0.11%	67
2021 Q2	$72K	Hold	1,716	–	–	0.1%	72
2021 Q1	$58K	Hold	1,716	–	–	0.1%	79
2020 Q4	$60K	Buy	+1,716	New	+$59.3K	0.17%	67

Other funds holding NVO

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sage Private Wealth Group's NVO Position: Q3 2025 in Review

Sage Private Wealth Group sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 3,273 shares — an estimated $226K sold.

Sage Private Wealth Group first reported a position in NVO in Q4 2020 and held it in 11 quarters. The position peaked at $251K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Sage Private Wealth Group reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Sage Private Wealth Group sold 3,273 Novo Nordisk shares in Q3 2025, an estimated $226K.
Sage Private Wealth Group first reported a position in Novo Nordisk in Q4 2020 and held it in 11 quarters.
Sage Private Wealth Group's Novo Nordisk position peaked at $251K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Sage Private Wealth Group's 13F filing for Q3 2025, filed 27 Oct 2025.