Altium Wealth Management’s Novo Nordisk NVO Stock Holding History

Altium Wealth Management’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
2022 Q2	$2.17M	Buy	38,852 +4,228	+12%	+$235K	0.16%	81
2022 Q1	$1.92M	Buy	34,624 +4,786	+16%	+$246K	0.12%	95
2021 Q4	$1.67M	Buy	29,838 +3,854	+15%	+$209K	0.11%	103
2021 Q3	$1.25M	Buy	25,984 +398	+2%	+$19.2K	0.09%	109
2021 Q2	$1.07M	Buy	25,586 +5,194	+25%	+$201K	0.08%	121
2021 Q1	$687K	Buy	20,392 +8,340	+69%	+$297K	0.06%	166
2020 Q4	$421K	Sell	12,052 -3,882	-24%	-$134K	0.04%	227
2020 Q3	$553K	Buy	15,934 +914	+6%	+$30.5K	0.06%	148
2020 Q2	$492K	Buy	15,020 +2,886	+24%	+$92.1K	0.06%	163
2020 Q1	$365K	Buy	+12,134	New	+$361K	0.05%	179

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's NVO Position: Q2 2022 in Review

Altium Wealth Management increased its Novo Nordisk (NVO) stake by 12% in Q2 2022, buying an estimated $235K and bringing the position to 38,852 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #81.

Altium Wealth Management first reported a position in NVO in Q1 2020 and has held it in 10 quarters since. 933 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

Altium Wealth Management held 38,852 shares of Novo Nordisk worth $2.17M as of Q2 2022.
Altium Wealth Management bought 4,228 Novo Nordisk shares in Q2 2022, an estimated $235K.
Novo Nordisk made up 0.16% of Altium Wealth Management's portfolio in Q2 2022, its #81 holding.
Altium Wealth Management first reported a position in Novo Nordisk in Q1 2020 and has held it in 10 quarters since.
933 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.