BerganKDV Wealth Management’s Novo Nordisk NVO Stock Holding History

BerganKDV 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
2023 Q2	$109K	Hold	1,344	–	–	0.01%	282
2023 Q1	$107K	Hold	1,344	–	–	0.01%	312
2022 Q4	$90.9K	Hold	1,344	–	–	0.01%	318
2022 Q3	$67K	Hold	1,344	–	–	0.01%	339
2022 Q2	$75K	Hold	1,344	–	–	0.01%	337
2022 Q1	$75K	Hold	1,344	–	–	0.01%	343
2021 Q4	$75K	Hold	1,344	–	–	0.01%	367
2021 Q3	$65K	Buy	1,344 +344	+34%	+$16.6K	0.01%	367
2021 Q2	$42K	Hold	1,000	–	–	0.01%	416
2021 Q1	$34K	Hold	1,000	–	–	﹤0.01%	416
2020 Q4	$35K	Hold	1,000	–	–	﹤0.01%	398
2020 Q3	$35K	Sell	1,000 -674	-40%	-$22.5K	0.01%	370
2020 Q2	$55K	Buy	1,674 +510	+44%	+$16.3K	0.01%	343
2020 Q1	$35K	Hold	1,164	–	–	0.01%	362
2019 Q4	$34K	Hold	1,164	–	–	0.01%	387
2019 Q3	$30K	Sell	1,164 -500	-30%	-$12.6K	0.01%	387
2019 Q2	$42K	Hold	1,664	–	–	0.01%	348
2019 Q1	$44K	Hold	1,664	–	–	0.01%	357
2018 Q4	$38K	Buy	1,664 +164	+11%	+$3.64K	0.01%	331
2018 Q3	$35K	Hold	1,500	–	–	0.01%	359
2018 Q2	$35K	Buy	+1,500	New	+$35.6K	0.01%	360

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BerganKDV Wealth Management's NVO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Novo Nordisk (NVO) position steady in Q2 2023 at 1,344 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #282.

BerganKDV Wealth Management first reported a position in NVO in Q2 2018 and has held it in 21 quarters since. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

BerganKDV Wealth Management held 1,344 shares of Novo Nordisk worth $109K as of Q2 2023.
BerganKDV Wealth Management left its Novo Nordisk share count unchanged in Q2 2023.
Novo Nordisk made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #282 holding.
BerganKDV Wealth Management first reported a position in Novo Nordisk in Q2 2018 and has held it in 21 quarters since.
1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.