Westover Capital Advisors’s Novo Nordisk NVO Stock Holding History

Westover Capital 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	-5,222	Closed	-$360K	–	232
2025 Q2	$360K	Sell	5,222 -70	-1%	-$4.76K	0.07%	171
2025 Q1	$367K	Buy	5,292 +264	+5%	+$21.8K	0.08%	168
2024 Q4	$433K	Hold	5,028	–	–	0.1%	159
2024 Q3	$599K	Hold	5,028	–	–	0.12%	130
2024 Q2	$718K	Hold	5,028	–	–	0.18%	104
2024 Q1	$646K	Hold	5,028	–	–	0.19%	99
2023 Q4	$520K	Buy	5,028 +660	+15%	+$65.3K	0.17%	99
2023 Q3	$397K	Hold	4,368	–	–	0.14%	113
2023 Q2	$353K	Hold	4,368	–	–	0.12%	125
2023 Q1	$348K	Hold	4,368	–	–	0.13%	120
2022 Q4	$296K	Hold	4,368	–	–	0.12%	121
2022 Q3	$218K	Buy	+4,368	New	+$234K	0.08%	146

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

Westover Capital Advisors's NVO Position: Q3 2025 in Review

Westover Capital Advisors sold out of Novo Nordisk (NVO) in Q3 2025, closing a stake of 5,222 shares — an estimated $360K sold.

Westover Capital Advisors first reported a position in NVO in Q3 2022 and held it in 12 quarters. The position peaked at $718K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Westover Capital Advisors reported no remaining Novo Nordisk position as of Q3 2025 after selling out during the quarter.
Westover Capital Advisors sold 5,222 Novo Nordisk shares in Q3 2025, an estimated $360K.
Westover Capital Advisors first reported a position in Novo Nordisk in Q3 2022 and held it in 12 quarters.
Westover Capital Advisors's Novo Nordisk position peaked at $718K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.