WOC
NVO

West Oak Capital’s Novo Nordisk NVO Stock Holding History

West Oak Capital’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 		$65 Buy
117
+100
+588% +$5.85K ﹤0.01% 227
2025
Q2 		$12 Buy
17
+1
+6% +$68 ﹤0.01% 274
2025
Q1 		$11 Buy
16
+4
+33% +$330 ﹤0.01% 278
2024
Q4 		$10K Hold
12
– – ﹤0.01% 281
2024
Q3 		$14 Hold
12
– – ﹤0.01% 279
2024
Q2 		$1.71K Hold
12
– – ﹤0.01% 293
2024
Q1 		$2K Buy
+12
New +$1.43K ﹤0.01% 280
2015
Q1 		– Sell
-1,246
Closed -$26.4K – 316
2014
Q4 		$26.4K Buy
+1,246
New +$27.8K 0.02% 187

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

West Oak Capital's NVO Position: Q3 2025 in Review

West Oak Capital increased its Novo Nordisk (NVO) stake by 588% in Q3 2025, buying an estimated $5.85K and bringing the position to 117 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #227.

West Oak Capital first reported a position in NVO in Q4 2014 and has held it in 8 quarters since. The position peaked at $26.4K in Q4 2014. 1,396 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

  • West Oak Capital held 117 shares of Novo Nordisk worth $65 as of Q3 2025.
  • West Oak Capital bought 100 Novo Nordisk shares in Q3 2025, an estimated $5.85K.
  • Novo Nordisk made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #227 holding.
  • West Oak Capital first reported a position in Novo Nordisk in Q4 2014 and has held it in 8 quarters since.
  • West Oak Capital's Novo Nordisk position peaked at $26.4K in Q4 2014.
  • 1,396 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.