BWM
NVO

Baron Wealth Management’s Novo Nordisk NVO Stock Holding History

Baron 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
Q2 		– Sell
-3,564
Closed -$247K – 262
2025
Q1 		$247K Buy
3,564
+270
+8% +$22.3K 0.11% 154
2024
Q4 		$283K Buy
3,294
+70
+2% +$7.57K 0.13% 132
2024
Q3 		$384K Buy
3,224
+510
+19% +$68K 0.18% 90
2024
Q2 		$387K Sell
2,714
-72
-3% -$9.54K 0.2% 78
2024
Q1 		$358K Buy
2,786
+376
+16% +$44.8K 0.19% 91
2023
Q4 		$249K Sell
2,410
-378
-14% -$37.4K 0.14% 136
2023
Q3 		$254K Sell
2,788
-146
-5% -$12.9K 0.16% 109
2023
Q2 		$237K Sell
2,934
-594
-17% -$48.5K 0.15% 118
2023
Q1 		$281K Sell
3,528
-834
-19% -$59.1K 0.2% 91
2022
Q4 		$295K Buy
+4,362
New +$256K 0.23% 78

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

Baron Wealth Management's NVO Position: Q2 2025 in Review

Baron Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,564 shares — an estimated $247K sold.

Baron Wealth Management first reported a position in NVO in Q4 2022 and held it in 10 quarters. The position peaked at $387K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Baron Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Baron Wealth Management sold 3,564 Novo Nordisk shares in Q2 2025, an estimated $247K.
  • Baron Wealth Management first reported a position in Novo Nordisk in Q4 2022 and held it in 10 quarters.
  • Baron Wealth Management's Novo Nordisk position peaked at $387K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Baron Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.