CWM
NVO

Congress Wealth Management’s Novo Nordisk NVO Stock Holding History

Congress 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 		$4.48M Sell
64,859
-55
-0.1% -$3.74K 0.04% 408
2025
Q1 		$4.63M Buy
64,914
+46,835
+259% +$3.87M 0.06% 340
2024
Q4 		$1.56M Buy
18,079
+1,303
+8% +$141K 0.02% 450
2024
Q3 		$2M Buy
16,776
+6,562
+64% +$875K 0.03% 432
2024
Q2 		$1.46M Sell
10,214
-2,015
-16% -$267K 0.02% 388
2024
Q1 		$1.57M Sell
12,229
-1,414
-10% -$168K 0.03% 340
2023
Q4 		$1.41M Buy
13,643
+2,283
+20% +$226K 0.03% 352
2023
Q3 		$1.03M Buy
11,360
+1,806
+19% +$159K 0.02% 372
2023
Q2 		$773K Sell
9,554
-1,140
-11% -$93.1K 0.02% 366
2023
Q1 		$851K Buy
10,694
+264
+3% +$18.7K 0.02% 362
2022
Q4 		$706K Sell
10,430
-934
-8% -$54.8K 0.02% 372
2022
Q3 		$566K Buy
11,364
+4
+0% +$214 0.02% 391
2022
Q2 		$633K Buy
11,360
+152
+1% +$8.44K 0.02% 378
2022
Q1 		$623K Sell
11,208
-526
-4% -$27K 0.01% 413
2021
Q4 		$657K Buy
+11,734
New +$636K 0.01% 429

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

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

Congress Wealth Management reduced its Novo Nordisk (NVO) stake by 0.08% in Q2 2025, selling an estimated $3.74K and leaving 64,859 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #408.

Congress Wealth Management first reported a position in NVO in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.63M in Q1 2025. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Congress Wealth Management held 64,859 shares of Novo Nordisk worth $4.48M as of Q2 2025.
  • Congress Wealth Management sold 55 Novo Nordisk shares in Q2 2025, an estimated $3.74K.
  • Novo Nordisk made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #408 holding.
  • Congress Wealth Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Novo Nordisk position peaked at $4.63M in Q1 2025.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

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