Stonegate Investment Group’s Novo Nordisk NVO Stock Holding History

Stonegate Investment 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	$1.86M	Sell	33,494 -3,934	-11%	-$230K	0.04%	137
2025 Q2	$2.58M	Buy	37,428 +4,917	+15%	+$334K	0.06%	119
2025 Q1	$2.26M	Buy	32,511 +912	+3%	+$75.3K	0.06%	117
2024 Q4	$2.72M	Buy	31,599 +1,308	+4%	+$141K	0.07%	104
2024 Q3	$3.61M	Buy	30,291 +677	+2%	+$90.3K	0.1%	86
2024 Q2	$4.23M	Buy	29,614 +698	+2%	+$92.5K	0.12%	78
2024 Q1	$3.71M	Buy	28,916 +3,536	+14%	+$421K	0.12%	84
2023 Q4	$2.63M	Buy	25,380 +5,248	+26%	+$519K	0.09%	94
2023 Q3	$1.83M	Sell	20,132 -344	-2%	-$30.3K	0.07%	113
2023 Q2	$1.66M	Sell	20,476 -298	-1%	-$24.3K	0.06%	127
2023 Q1	$1.65M	Buy	20,774 +4,074	+24%	+$289K	0.06%	120
2022 Q4	$1.13M	Buy	+16,700	New	+$979K	0.05%	134

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

Stonegate Investment Group's NVO Position: Q3 2025 in Review

Stonegate Investment Group reduced its Novo Nordisk (NVO) stake by 11% in Q3 2025, selling an estimated $230K and leaving 33,494 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #137.

Stonegate Investment Group first reported a position in NVO in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.23M in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Stonegate Investment Group held 33,494 shares of Novo Nordisk worth $1.86M as of Q3 2025.
Stonegate Investment Group sold 3,934 Novo Nordisk shares in Q3 2025, an estimated $230K.
Novo Nordisk made up 0.04% of Stonegate Investment Group's portfolio in Q3 2025, its #137 holding.
Stonegate Investment Group first reported a position in Novo Nordisk in Q4 2022 and has held it in 12 quarters since.
Stonegate Investment Group's Novo Nordisk position peaked at $4.23M in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.