Shorepoint Capital Partners’s Novo Nordisk NVO Stock Holding History

Shorepoint Capital Partners’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	$4.84M	Buy	+87,191	New	+$5.1M	0.96%	39
2025 Q1	$5.25M	Buy	75,634 +4,389	+6%	+$362K	1.19%	28
2024 Q4	$6.13M	Buy	71,245 +454	+0.6%	+$49.1K	1.4%	24
2024 Q3	$8.43M	Sell	70,791 -677	-0.9%	-$90.3K	1.92%	11
2024 Q2	$10.2M	Sell	71,468 -1,673	-2%	-$222K	2.39%	6
2024 Q1	$9.39M	Sell	73,141 -6,259	-8%	-$745K	2.3%	7
2023 Q4	$8.21M	Sell	79,400 -2,809	-3%	-$278K	2.2%	7
2023 Q3	$7.48M	Sell	82,209 -11,733	-12%	-$1.03M	2.19%	9
2023 Q2	$7.6M	Buy	93,942 +2,606	+3%	+$213K	2.14%	11
2023 Q1	$7.27M	Buy	91,336 +3,808	+4%	+$270K	2.08%	12
2022 Q4	$5.92M	Buy	+87,528	New	+$5.13M	1.64%	19

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

Shorepoint Capital Partners's NVO Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Novo Nordisk (NVO) in Q3 2025: 87,191 shares worth $4.84M. The stake represents 0.96% of the portfolio and ranks #39 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in NVO as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in NVO in Q4 2022 and has held it in 11 quarters since. The position peaked at $10.2M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Shorepoint Capital Partners held 87,191 shares of Novo Nordisk worth $4.84M as of Q3 2025.
Novo Nordisk was a new Shorepoint Capital Partners position in Q3 2025.
Novo Nordisk made up 0.96% of Shorepoint Capital Partners's portfolio in Q3 2025, its #39 holding.
Shorepoint Capital Partners first reported a position in Novo Nordisk in Q4 2022 and has held it in 11 quarters since.
Shorepoint Capital Partners's Novo Nordisk position peaked at $10.2M in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.