AAS
NVO

Annex Advisory Services’s Novo Nordisk NVO Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-4,033
Closed -$278K – 336
2025
Q2 		$278K Sell
4,033
-297
-7% -$20.2K 0.01% 267
2025
Q1 		$301K Sell
4,330
-722
-14% -$59.6K 0.01% 247
2024
Q4 		$435K Buy
5,052
+219
+5% +$23.7K 0.01% 223
2024
Q3 		$575K Sell
4,833
-4,150
-46% -$553K 0.02% 180
2024
Q2 		$1.28M Buy
8,983
+92
+1% +$12.2K 0.05% 120
2024
Q1 		$1.14M Buy
+8,891
New +$1.06M 0.04% 121

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Bank of America
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Morgan Stanley
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Fisher Asset Management
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F
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Fayez Sarofim & Co
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Goldman Sachs
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