CWM
NVO

Centricity Wealth Management’s Novo Nordisk NVO Stock Holding History

Centricity 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
2025
Q2 		$139K Sell
2,014
-54
-3% -$3.67K 0.11% 98
2025
Q1 		$144K Hold
2,068
– – 0.13% 91
2024
Q4 		$178K Buy
+2,068
New +$224K 0.17% 79

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Centricity Wealth Management's NVO Position: Q2 2025 in Review

Centricity Wealth Management reduced its Novo Nordisk (NVO) stake by 2.6% in Q2 2025, selling an estimated $3.67K and leaving 2,014 shares worth $139K. The position accounts for 0.11% of the portfolio, ranked #98.

Centricity Wealth Management first reported a position in NVO in Q4 2024 and has held it in 3 quarters since. The position peaked at $178K in Q4 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Centricity Wealth Management held 2,014 shares of Novo Nordisk worth $139K as of Q2 2025.
  • Centricity Wealth Management sold 54 Novo Nordisk shares in Q2 2025, an estimated $3.67K.
  • Novo Nordisk made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #98 holding.
  • Centricity Wealth Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Novo Nordisk position peaked at $178K in Q4 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.