BWM
NVO

Brophy Wealth Management’s Novo Nordisk NVO Stock Holding History

Brophy 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
2024
Q3 		$878K Buy
+7,377
New +$984K 0.31% 81

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brophy Wealth Management's NVO Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Novo Nordisk (NVO) in Q3 2024: 7,377 shares worth $878K. The stake represents 0.31% of the portfolio and ranks #81 among its holdings.

1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Brophy Wealth Management held 7,377 shares of Novo Nordisk worth $878K as of Q3 2024.
  • Novo Nordisk was a new Brophy Wealth Management position in Q3 2024.
  • Novo Nordisk made up 0.31% of Brophy Wealth Management's portfolio in Q3 2024, its #81 holding.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.