Collective Family Office’s Novo Nordisk NVO Stock Holding History

Collective Family Office’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	-2,499	Closed	-$215K	–	161
2024 Q4	$215K	Sell	2,499 -3,917	-61%	-$424K	0.06%	154
2024 Q3	$764K	Buy	6,416 +610	+11%	+$81.4K	0.21%	90
2024 Q2	$829K	Buy	5,806 +27	+0.5%	+$3.58K	0.24%	86
2024 Q1	$742K	Buy	5,779 +670	+13%	+$79.8K	0.24%	87
2023 Q4	$529K	Buy	+5,109	New	+$505K	0.19%	100

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Collective Family Office's NVO Position: Q1 2025 in Review

Collective Family Office sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,499 shares — an estimated $215K sold.

Collective Family Office first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $829K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Collective Family Office reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Collective Family Office sold 2,499 Novo Nordisk shares in Q1 2025, an estimated $215K.
Collective Family Office first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
Collective Family Office's Novo Nordisk position peaked at $829K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Collective Family Office's 13F filing for Q1 2025, filed 3 Apr 2025.