Segment Wealth Management’s Novo Nordisk NVO Stock Holding History

Segment Wealth Management’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	-160,668	Closed	-$11.1M	–	295
2025 Q2	$11.1M	Buy	160,668 +3,751	+2%	+$255K	0.7%	51
2025 Q1	$10.9M	Buy	156,917 +6,879	+5%	+$568K	0.74%	52
2024 Q4	$12.9M	Buy	150,038 +2,161	+1%	+$234K	0.88%	44
2024 Q3	$17.6M	Sell	147,877 -812	-0.5%	-$108K	1.21%	25
2024 Q2	$21.2M	Sell	148,689 -3,961	-3%	-$525K	1.57%	10
2024 Q1	$19.6M	Buy	152,650 +3,407	+2%	+$406K	1.49%	13
2023 Q4	$15.4M	Buy	149,243 +2,768	+2%	+$274K	1.36%	14
2023 Q3	$13.3M	Buy	146,475 +3,141	+2%	+$277K	1.35%	15
2023 Q2	$11.6M	Sell	143,334 -1,764	-1%	-$144K	1.19%	25
2023 Q1	$11.5M	Buy	+145,098	New	+$10.3M	1.31%	24

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

Segment Wealth Management's NVO Position: Q3 2025 in Review

Segment Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 160,668 shares — an estimated $11.1M sold.

Segment Wealth Management first reported a position in NVO in Q1 2023 and held it in 10 quarters. The position peaked at $21.2M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Segment Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Segment Wealth Management sold 160,668 Novo Nordisk shares in Q3 2025, an estimated $11.1M.
Segment Wealth Management first reported a position in Novo Nordisk in Q1 2023 and held it in 10 quarters.
Segment Wealth Management's Novo Nordisk position peaked at $21.2M in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

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