NVO β€” NOVO-NORDISK A S

Ownership history in TRITONPOINT WEALTH, LLC  Β·  8 quarters on record

AI Ownership Summary

TRITONPOINT WEALTH, LLC reported NOVO-NORDISK A S (NVO) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows NVO at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRITONPOINT WEALTH, LLC's position in NOVO-NORDISK A S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NVO was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRITONPOINT WEALTH, LLC held NVO β€” position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,151 -805 -6.2% 0.06% $674K 2025-10-15 $56.72
2025 Q2 REDUCED 12,956 -3,422 -20.9% 0.08% $894K 2025-07-17 $64.56
2025 Q1 ADDED 16,378 +806 +5.2% 0.11% $1.2M 2025-04-16 $62.18
2024 Q4 REDUCED 15,572 -686 -4.2% 0.12% $1.3M 2025-01-24 $85.61
2024 Q3 REDUCED 16,258 -637 -3.8% 0.18% $2.0M 2024-10-28 $109.35
2024 Q2 REDUCED 16,895 -198 -1.2% 0.23% $2.4M 2024-08-12 $125.93
2024 Q1 REDUCED 17,093 -2,461 -12.6% 0.20% $1.9M 2024-04-25 $121.96
2023 Q4 INITIATED 19,554 β€” β€” 0.20% $2.0M 2024-01-24 $101.28

FAQ About TRITONPOINT WEALTH, LLC and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRITONPOINT WEALTH, LLC reported owning NVO?

TRITONPOINT WEALTH, LLC reported NVO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NVO position in TRITONPOINT WEALTH, LLC's portfolio?

The largest reported portfolio weight for NVO was 0.23% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2025 Q3, when TRITONPOINT WEALTH, LLC reported 12,151 shares, equal to 0.06% of portfolio, with an estimated market value of $674K.

What does the chart on this NVO ownership page compare?

The chart compares TRITONPOINT WEALTH, LLC's quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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