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 $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 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

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