SWM
NVO

Sendero Wealth Management’s Novo Nordisk NVO Stock Holding History

Sendero 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
-54,258
Closed -$3.74M – 195
2025
Q2 		$3.74M Sell
54,258
-14
-0% -$952 0.47% 44
2025
Q1 		$3.77M Buy
54,272
+7,859
+17% +$649K 0.52% 40
2024
Q4 		$3.99M Buy
46,413
+12,142
+35% +$1.31M 0.59% 37
2024
Q3 		$4.08M Buy
34,271
+5,246
+18% +$700K 0.64% 33
2024
Q2 		$4.14M Buy
+29,025
New +$3.85M 0.7% 32

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sendero Wealth Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 54,258 shares — an estimated $3.74M sold.

Sendero Wealth Management first reported a position in NVO in Q2 2024 and held it in 5 quarters. The position peaked at $4.14M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Sendero Wealth Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 54,258 Novo Nordisk shares in Q3 2025, an estimated $3.74M.
  • Sendero Wealth Management first reported a position in Novo Nordisk in Q2 2024 and held it in 5 quarters.
  • Sendero Wealth Management's Novo Nordisk position peaked at $4.14M in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.