CWP
NVO

Concord Wealth Partners’s Novo Nordisk NVO Stock Holding History

Concord Wealth Partners’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
-19
Closed -$1.35K – 893
2025
Q1 		$1.35K Sell
19
-61
-76% -$5.04K ﹤0.01% 712
2024
Q4 		$6.92K Hold
80
– – ﹤0.01% 565
2024
Q3 		$9.58K Buy
80
+61
+321% +$8.13K ﹤0.01% 561
2024
Q2 		$2.78K Buy
+19
New +$2.52K ﹤0.01% 635
2024
Q1 		– Sell
-338
Closed -$35K – 888
2023
Q4 		$35K Sell
338
-88
-21% -$8.7K 0.01% 407
2023
Q3 		$38.7K Buy
426
+88
+26% +$7.75K 0.01% 412
2023
Q2 		$27.3K Hold
338
– – 0.01% 457
2023
Q1 		$26.9K Hold
338
– – 0.01% 443
2022
Q4 		$22.9K Buy
+338
New +$19.8K 0.01% 501
2022
Q3 		– Sell
-410
Closed -$23K – 795
2022
Q2 		$23K Sell
410
-372
-48% -$20.6K 0.01% 516
2022
Q1 		$43K Sell
782
-8
-1% -$411 0.01% 469
2021
Q4 		$44K Buy
790
+746
+1,695% +$40.4K 0.01% 473
2021
Q3 		$2K Sell
44
-262
-86% -$12.7K ﹤0.01% 768
2021
Q2 		$13K Buy
+306
New +$11.9K ﹤0.01% 580

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

Concord Wealth Partners's NVO Position: Q2 2025 in Review

Concord Wealth Partners sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 19 shares — an estimated $1.35K sold.

Concord Wealth Partners first reported a position in NVO in Q2 2021 and held it in 14 quarters. The position peaked at $44K in Q4 2021. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Concord Wealth Partners reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Novo Nordisk shares in Q2 2025, an estimated $1.35K.
  • Concord Wealth Partners first reported a position in Novo Nordisk in Q2 2021 and held it in 14 quarters.
  • Concord Wealth Partners's Novo Nordisk position peaked at $44K in Q4 2021.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.