TW
NVO

TritonPoint Wealth’s Novo Nordisk NVO Stock Holding History

TritonPoint Wealth’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
Q4 		– Sell
-12,151
Closed -$674K – 327
2025
Q3 		$674K Sell
12,151
-805
-6% -$47.1K 0.06% 191
2025
Q2 		$894K Sell
12,956
-3,422
-21% -$233K 0.08% 164
2025
Q1 		$1.16M Buy
16,378
+806
+5% +$66.6K 0.11% 143
2024
Q4 		$1.34M Sell
15,572
-686
-4% -$74.2K 0.12% 131
2024
Q3 		$1.96M Sell
16,258
-637
-4% -$85K 0.18% 116
2024
Q2 		$2.41M Sell
16,895
-198
-1% -$26.2K 0.23% 98
2024
Q1 		$1.88M Sell
17,093
-2,461
-13% -$293K 0.2% 111
2023
Q4 		$2.02M Buy
+19,554
New +$1.93M 0.2% 109

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TritonPoint Wealth's NVO Position: Q4 2025 in Review

TritonPoint Wealth sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 12,151 shares — an estimated $674K sold.

TritonPoint Wealth first reported a position in NVO in Q4 2023 and held it in 8 quarters. The position peaked at $2.41M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • TritonPoint Wealth reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 12,151 Novo Nordisk shares in Q4 2025, an estimated $674K.
  • TritonPoint Wealth first reported a position in Novo Nordisk in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's Novo Nordisk position peaked at $2.41M in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.