CTWM
NVO

Cherry Tree Wealth Management’s Novo Nordisk NVO Stock Holding History

Cherry Tree 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 		– Sell
-69
Closed -$4.79K – 704
2025
Q1 		$4.79K Buy
69
+54
+360% +$4.46K ﹤0.01% 535
2024
Q4 		$1.29K Buy
+15
New +$1.62K ﹤0.01% 563
2024
Q2 		– Sell
-380
Closed -$48.8K – 613
2024
Q1 		$48.8K Buy
+380
New +$45.2K 0.01% 250

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

Cherry Tree Wealth Management's NVO Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 69 shares — an estimated $4.79K sold.

Cherry Tree Wealth Management first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $48.8K in Q1 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 69 Novo Nordisk shares in Q2 2025, an estimated $4.79K.
  • Cherry Tree Wealth Management first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Novo Nordisk position peaked at $48.8K in Q1 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.