AP
NVO

Appleton Partners’s Novo Nordisk NVO Stock Holding History

Appleton Partners’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
-2,192
Closed -$261K – 264
2024
Q3 		$261K Hold
2,192
– – 0.02% 233
2024
Q2 		$313K Hold
2,192
– – 0.02% 215
2024
Q1 		$281K Hold
2,192
– – 0.02% 236
2023
Q4 		$227K Buy
+2,192
New +$217K 0.02% 277
2015
Q1 		– Sell
-11,690
Closed -$247K – 191
2014
Q4 		$247K Sell
11,690
-130
-1% -$2.9K 0.06% 163
2014
Q3 		$281K Hold
11,820
– – 0.07% 152
2014
Q2 		$273K Buy
11,820
+1,010
+9% +$22.3K 0.06% 152
2014
Q1 		$247K Sell
10,810
-2,000
-16% -$42.6K 0.06% 158
2013
Q4 		$237K Buy
+12,810
New +$223K 0.06% 154

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

Appleton Partners's NVO Position: Q4 2024 in Review

Appleton Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,192 shares — an estimated $261K sold.

Appleton Partners first reported a position in NVO in Q4 2013 and held it in 9 quarters. The position peaked at $313K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Appleton Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Appleton Partners sold 2,192 Novo Nordisk shares in Q4 2024, an estimated $261K.
  • Appleton Partners first reported a position in Novo Nordisk in Q4 2013 and held it in 9 quarters.
  • Appleton Partners's Novo Nordisk position peaked at $313K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Appleton Partners's 13F filing for Q4 2024, filed 28 Jan 2025.