CWC
NVO

Carolinas Wealth Consulting’s Novo Nordisk NVO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,018
Closed -$70.7K – 638
2025
Q1 		$70.7K Sell
1,018
-74
-7% -$6.11K 0.02% 297
2024
Q4 		$93.9K Buy
1,092
+985
+921% +$107K 0.02% 260
2024
Q3 		$12.7K Sell
107
-1,000
-90% -$133K ﹤0.01% 531
2024
Q2 		$158K Buy
1,107
+1,049
+1,809% +$139K 0.03% 202
2024
Q1 		$7.5K Buy
58
+2
+4% +$238 ﹤0.01% 600
2023
Q4 		$5.84K Hold
56
– – ﹤0.01% 601
2023
Q3 		$5.45K Hold
56
– – ﹤0.01% 595
2023
Q2 		$4.6K Buy
+56
New +$4.58K ﹤0.01% 684
2020
Q4 		– Sell
-18
Closed -$1K – 979
2020
Q3 		$1K Hold
18
– – ﹤0.01% 862
2020
Q2 		$1K Buy
+18
New +$574 ﹤0.01% 598

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carolinas Wealth Consulting's NVO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 1,018 shares — an estimated $70.7K sold.

Carolinas Wealth Consulting first reported a position in NVO in Q2 2020 and held it in 10 quarters. The position peaked at $158K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,018 Novo Nordisk shares in Q2 2025, an estimated $70.7K.
  • Carolinas Wealth Consulting first reported a position in Novo Nordisk in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Novo Nordisk position peaked at $158K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.