BSW
NVO

Buckingham Strategic Wealth’s Novo Nordisk NVO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$750K Sell
5,257
-938
-15% -$124K 0.01% 384
2024
Q1 		$795K Sell
6,195
-145
-2% -$17.3K 0.01% 375
2023
Q4 		$656K Buy
6,340
+768
+14% +$75.9K 0.01% 394
2023
Q3 		$507K Buy
5,572
+660
+13% +$58.1K 0.01% 415
2023
Q2 		$397K Buy
4,912
+456
+10% +$37.3K 0.01% 476
2023
Q1 		$302K Hold
4,456
– – 0.01% 482
2022
Q4 		$302K Buy
+4,456
New +$261K 0.01% 484

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Buckingham Strategic Wealth's NVO Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Novo Nordisk (NVO) stake by 15% in Q2 2024, selling an estimated $124K and leaving 5,257 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #384.

Buckingham Strategic Wealth first reported a position in NVO in Q4 2022 and has held it in 7 quarters since. The position peaked at $795K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Buckingham Strategic Wealth held 5,257 shares of Novo Nordisk worth $750K as of Q2 2024.
  • Buckingham Strategic Wealth sold 938 Novo Nordisk shares in Q2 2024, an estimated $124K.
  • Novo Nordisk made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #384 holding.
  • Buckingham Strategic Wealth first reported a position in Novo Nordisk in Q4 2022 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Novo Nordisk position peaked at $795K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.