Wellington Shields Capital Management’s Novo Nordisk NVO Stock Holding History

Wellington Shields Capital 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	-1,920	Closed	-$133K	–	342
2025 Q2	$133K	Sell	1,920 -630	-25%	-$42.9K	0.02%	257
2025 Q1	$177K	Sell	2,550 -60	-2%	-$4.96K	0.03%	229
2024 Q4	$225K	Sell	2,610 -600	-19%	-$64.9K	0.04%	225
2024 Q3	$382K	Buy	3,210 +60	+2%	+$8K	0.07%	184
2024 Q2	$450K	Buy	3,150 +230	+8%	+$30.5K	0.08%	164
2024 Q1	$375K	Hold	2,920	–	–	0.07%	180
2023 Q4	$302K	Sell	2,920 -500	-15%	-$49.4K	0.04%	195
2023 Q3	$311K	Buy	+3,420	New	+$301K	0.04%	190
2023 Q2	–	Sell	-1,600	Closed	-$127K	–	319
2023 Q1	$127K	Buy	+1,600	New	+$113K	0.02%	246

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

Wellington Shields Capital Management's NVO Position: Q3 2025 in Review

Wellington Shields Capital Management sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 1,920 shares — an estimated $133K sold.

Wellington Shields Capital Management first reported a position in NVO in Q1 2023 and held it in 9 quarters. The position peaked at $450K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Wellington Shields Capital Management reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Wellington Shields Capital Management sold 1,920 Novo Nordisk shares in Q3 2025, an estimated $133K.
Wellington Shields Capital Management first reported a position in Novo Nordisk in Q1 2023 and held it in 9 quarters.
Wellington Shields Capital Management's Novo Nordisk position peaked at $450K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Wellington Shields Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.