WSC
NVO

Wellington Shields & Co’s Novo Nordisk NVO Stock Holding History

Wellington Shields & Co’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
-1,432
Closed -$98.8K – 335
2025
Q2 		$98.8K Hold
1,432
– – 0.03% 262
2025
Q1 		$99.4K Hold
1,432
– – 0.03% 253
2024
Q4 		$123K Sell
1,432
-368
-20% -$39.8K 0.04% 235
2024
Q3 		$214K Buy
1,800
+300
+20% +$40K 0.07% 217
2024
Q2 		$214K Buy
1,500
+400
+36% +$53K 0.07% 202
2024
Q1 		$141K Hold
1,100
– – 0.05% 232
2023
Q4 		$114K Hold
1,100
– – 0.04% 232
2023
Q3 		$100K Buy
+1,100
New +$96.9K 0.03% 242
2023
Q2 		– Sell
-1,000
Closed -$79.6K – 297
2023
Q1 		$79.6K Buy
+1,000
New +$70.9K 0.02% 257

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Shields & Co's NVO Position: Q3 2025 in Review

Wellington Shields & Co sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 1,432 shares — an estimated $98.8K sold.

Wellington Shields & Co first reported a position in NVO in Q1 2023 and held it in 9 quarters. The position peaked at $214K in Q3 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • Wellington Shields & Co reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 1,432 Novo Nordisk shares in Q3 2025, an estimated $98.8K.
  • Wellington Shields & Co first reported a position in Novo Nordisk in Q1 2023 and held it in 9 quarters.
  • Wellington Shields & Co's Novo Nordisk position peaked at $214K in Q3 2024.
  • 1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

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