BFWM
NVO

Bright Futures Wealth Management’s Novo Nordisk NVO Stock Holding History

Bright Futures 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 		$505K Sell
8,652
-703
-8% -$58.1K 0.55% 57
2024
Q4 		$786K Sell
9,355
-1,133
-11% -$123K 0.7% 49
2024
Q3 		$1.19M Sell
10,488
-5,154
-33% -$687K 0.57% 50
2024
Q2 		$1.99M Buy
15,642
+355
+2% +$47K 1.08% 23
2024
Q1 		$2.21M Buy
+15,287
New +$1.82M 1.19% 22

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Bright Futures Wealth Management's NVO Position: Q1 2025 in Review

Bright Futures Wealth Management reduced its Novo Nordisk (NVO) stake by 7.5% in Q1 2025, selling an estimated $58.1K and leaving 8,652 shares worth $505K. The position accounts for 0.55% of the portfolio, ranked #57.

Bright Futures Wealth Management first reported a position in NVO in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.21M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Bright Futures Wealth Management held 8,652 shares of Novo Nordisk worth $505K as of Q1 2025.
  • Bright Futures Wealth Management sold 703 Novo Nordisk shares in Q1 2025, an estimated $58.1K.
  • Novo Nordisk made up 0.55% of Bright Futures Wealth Management's portfolio in Q1 2025, its #57 holding.
  • Bright Futures Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Novo Nordisk position peaked at $2.21M in Q1 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.