AWA
NVO

Acorn Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Acorn Wealth 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
2024
Q4 		– Sell
-1,746
Closed -$208K – 241
2024
Q3 		$208K Hold
1,746
– – 0.09% 215
2024
Q2 		$249K Buy
1,746
+46
+3% +$6.1K 0.12% 173
2024
Q1 		$218K Buy
+1,700
New +$202K 0.11% 187
2018
Q3 		– Sell
-1,900
Closed -$44K – 329
2018
Q2 		$44K Hold
1,900
– – 0.04% 294
2018
Q1 		$45K Buy
1,900
+200
+12% +$5.25K 0.04% 287
2017
Q4 		$46K Buy
+1,700
New +$43.2K 0.04% 268

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Acorn Wealth Advisors's NVO Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,746 shares — an estimated $208K sold.

Acorn Wealth Advisors first reported a position in NVO in Q4 2017 and held it in 6 quarters. The position peaked at $249K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Acorn Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,746 Novo Nordisk shares in Q4 2024, an estimated $208K.
  • Acorn Wealth Advisors first reported a position in Novo Nordisk in Q4 2017 and held it in 6 quarters.
  • Acorn Wealth Advisors's Novo Nordisk position peaked at $249K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.