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Aries Wealth Management’s Novo Nordisk NVO Stock Holding History

Aries 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
-4,356
Closed -$375K – 233
2024
Q4 		$375K Hold
4,356
– – 0.1% 161
2024
Q3 		$519K Buy
+4,356
New +$581K 0.14% 130

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aries Wealth Management's NVO Position: Q1 2025 in Review

Aries Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 4,356 shares — an estimated $375K sold.

Aries Wealth Management first reported a position in NVO in Q3 2024 and held it in 2 quarters. The position peaked at $519K in Q3 2024. 1,533 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Aries Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Aries Wealth Management sold 4,356 Novo Nordisk shares in Q1 2025, an estimated $375K.
  • Aries Wealth Management first reported a position in Novo Nordisk in Q3 2024 and held it in 2 quarters.
  • Aries Wealth Management's Novo Nordisk position peaked at $519K in Q3 2024.
  • 1,533 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Aries Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.