CPL
NVO

Capital & Planning LLC’s Novo Nordisk NVO Stock Holding History

Capital & Planning LLC’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
-42
Closed -$3.61K – 127
2024
Q4 		$3.61K Buy
+42
New +$4.54K ﹤0.01% 135

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 & Planning LLC's NVO Position: Q1 2025 in Review

Capital & Planning LLC sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 42 shares — an estimated $3.61K sold.

Capital & Planning LLC first reported a position in NVO in Q4 2024 and held it in 1 quarter. The position peaked at $3.61K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Capital & Planning LLC reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 42 Novo Nordisk shares in Q1 2025, an estimated $3.61K.
  • Capital & Planning LLC first reported a position in Novo Nordisk in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Novo Nordisk position peaked at $3.61K in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.