Turtle Creek Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Turtle Creek Wealth Advisors’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	-12,307	Closed	-$849K	–	370
2025 Q2	$849K	Buy	12,307 +1,775	+17%	+$121K	0.1%	123
2025 Q1	$731K	Buy	+10,532	New	+$870K	0.11%	93
2024 Q1	–	Sell	-28	Closed	-$2.9K	–	610
2023 Q4	$2.9K	Buy	+28	New	+$2.77K	﹤0.01%	726

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

Turtle Creek Wealth Advisors's NVO Position: Q3 2025 in Review

Turtle Creek Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 12,307 shares — an estimated $849K sold.

Turtle Creek Wealth Advisors first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $849K in Q2 2025. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Turtle Creek Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 12,307 Novo Nordisk shares in Q3 2025, an estimated $849K.
Turtle Creek Wealth Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
Turtle Creek Wealth Advisors's Novo Nordisk position peaked at $849K in Q2 2025.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.