CAAS
NVO

Capital Asset Advisory Services’s Novo Nordisk NVO Stock Holding History

Capital Asset Advisory Services’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 		– Sell
-2,763
Closed -$242K – 303
2024
Q4 		$242K Sell
2,763
-3
-0.1% -$324 0.01% 284
2024
Q3 		$324K Sell
2,766
-654
-19% -$87.2K 0.02% 243
2024
Q2 		$480K Buy
3,420
+18
+0.5% +$2.38K 0.03% 186
2024
Q1 		$428K Buy
3,402
+1,271
+60% +$151K 0.02% 201
2023
Q4 		$220K Buy
2,131
+84
+4% +$8.31K 0.01% 280
2023
Q3 		$202K Buy
+2,047
New +$180K 0.01% 301
2021
Q1 		– Sell
-1,312
Closed -$46K – 1222
2020
Q4 		$46K Buy
+1,312
New +$45.3K 0.01% 640

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

Capital Asset Advisory Services's NVO Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,763 shares — an estimated $242K sold.

Capital Asset Advisory Services first reported a position in NVO in Q4 2020 and held it in 7 quarters. The position peaked at $480K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Capital Asset Advisory Services reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,763 Novo Nordisk shares in Q1 2025, an estimated $242K.
  • Capital Asset Advisory Services first reported a position in Novo Nordisk in Q4 2020 and held it in 7 quarters.
  • Capital Asset Advisory Services's Novo Nordisk position peaked at $480K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.