AAS
NVO

Avantax Advisory Services’s Novo Nordisk NVO Stock Holding History

Avantax 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
Q2 		$6.16M Sell
89,178
-3,631
-4% -$247K 0.03% 385
2025
Q1 		$6.44M Buy
92,809
+10,956
+13% +$905K 0.04% 340
2024
Q4 		$7.04M Sell
81,853
-7,439
-8% -$804K 0.04% 305
2024
Q3 		$10.6M Sell
89,292
-8,394
-9% -$1.12M 0.07% 208
2024
Q2 		$13.9M Buy
97,686
+56,040
+135% +$7.43M 0.1% 158
2024
Q1 		$5.35M Buy
41,646
+6,468
+18% +$770K 0.05% 295
2023
Q4 		$3.64M Buy
35,178
+4,331
+14% +$428K 0.04% 342
2023
Q3 		$2.81M Buy
30,847
+6,459
+26% +$569K 0.03% 370
2023
Q2 		$1.97M Buy
24,388
+4,046
+20% +$331K 0.02% 456
2023
Q1 		$1.62M Buy
20,342
+170
+0.8% +$12.1K 0.02% 505
2022
Q4 		$1.37M Buy
20,172
+1,154
+6% +$67.7K 0.02% 527
2022
Q3 		$947K Sell
19,018
-650
-3% -$34.8K 0.01% 571
2022
Q2 		$1.1M Sell
19,668
-2,058
-9% -$114K 0.02% 519
2022
Q1 		$1.2M Buy
21,726
+3,406
+19% +$175K 0.02% 493
2021
Q4 		$1.03M Sell
18,320
-358
-2% -$19.4K 0.02% 532
2021
Q3 		$895K Sell
18,678
-278
-1% -$13.4K 0.01% 524
2021
Q2 		$796K Buy
18,956
+426
+2% +$16.5K 0.01% 534
2021
Q1 		$624K Buy
18,530
+8,734
+89% +$311K 0.01% 557
2020
Q4 		$342K Sell
9,796
-10,436
-52% -$361K 0.01% 675
2020
Q3 		$702K Buy
20,232
+12,840
+174% +$428K 0.01% 673
2020
Q2 		$242K Buy
7,392
+92
+1% +$2.94K 0.01% 717
2020
Q1 		$221K Sell
7,300
-196
-3% -$5.84K 0.01% 688
2019
Q4 		$217K Buy
+7,496
New +$208K 0.01% 757

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avantax Advisory Services's NVO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Novo Nordisk (NVO) stake by 3.9% in Q2 2025, selling an estimated $247K and leaving 89,178 shares worth $6.16M. The position accounts for 0.03% of the portfolio, ranked #385.

Avantax Advisory Services first reported a position in NVO in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.9M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Avantax Advisory Services held 89,178 shares of Novo Nordisk worth $6.16M as of Q2 2025.
  • Avantax Advisory Services sold 3,631 Novo Nordisk shares in Q2 2025, an estimated $247K.
  • Novo Nordisk made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #385 holding.
  • Avantax Advisory Services first reported a position in Novo Nordisk in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Novo Nordisk position peaked at $13.9M in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.