AMJ Financial Wealth Management’s Novo Nordisk NVO Stock Holding History

AMJ Financial 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
2025 Q1	–	Sell	-12,498	Closed	-$1.08M	–	99
2024 Q4	$1.08M	Sell	12,498 -61,516	-83%	-$6.65M	0.3%	49
2024 Q3	$8.81M	Buy	74,014 +859	+1%	+$115K	2.53%	18
2024 Q2	$10.4M	Sell	73,155 -566	-0.8%	-$75K	3.24%	6
2024 Q1	$9.47M	Sell	73,721 -11,119	-13%	-$1.32M	3.16%	8
2023 Q4	$8.78M	Sell	84,840 -1,462	-2%	-$145K	3.69%	5
2023 Q3	$7.85M	Buy	86,302 +6,434	+8%	+$567K	3.62%	6
2023 Q2	$6.46M	Sell	79,868 -524	-0.7%	-$42.8K	2.84%	15
2023 Q1	$6.4M	Buy	+80,392	New	+$5.7M	4.12%	7
2022 Q3	–	Sell	-46,488	Closed	-$2.59M	–	58
2022 Q2	$2.59M	Buy	+46,488	New	+$2.58M	2.19%	16

Other funds holding NVO

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMJ Financial Wealth Management's NVO Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 12,498 shares — an estimated $1.08M sold.

AMJ Financial Wealth Management first reported a position in NVO in Q2 2022 and held it in 9 quarters. The position peaked at $10.4M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

AMJ Financial Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 12,498 Novo Nordisk shares in Q1 2025, an estimated $1.08M.
AMJ Financial Wealth Management first reported a position in Novo Nordisk in Q2 2022 and held it in 9 quarters.
AMJ Financial Wealth Management's Novo Nordisk position peaked at $10.4M in Q2 2024.
1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.