ARC
NVO

Advisor Resource Council’s Novo Nordisk NVO Stock Holding History

Advisor Resource Council’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
-2,077
Closed -$247K – 204
2024
Q3 		$247K Buy
+2,077
New +$277K 0.11% 194
2024
Q2 		– Sell
-3,158
Closed -$327K – 167
2024
Q1 		$327K Sell
3,158
-6,481
-67% -$771K 0.14% 161
2023
Q4 		$997K Buy
+9,639
New +$953K 0.12% 179

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

Advisor Resource Council's NVO Position: Q4 2024 in Review

Advisor Resource Council sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,077 shares — an estimated $247K sold.

Advisor Resource Council first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $997K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Advisor Resource Council reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 2,077 Novo Nordisk shares in Q4 2024, an estimated $247K.
  • Advisor Resource Council first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Advisor Resource Council's Novo Nordisk position peaked at $997K in Q4 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.