CPC
NVO

Consolidated Planning Corp’s Novo Nordisk NVO Stock Holding History

Consolidated Planning Corp’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
-48,796
Closed -$4.2M – 209
2024
Q4 		$4.2M Sell
48,796
-6,338
-11% -$685K 0.57% 58
2024
Q3 		$6.56M Buy
55,134
+1,038
+2% +$138K 0.98% 28
2024
Q2 		$7.72M Buy
54,096
+1,692
+3% +$224K 1.27% 19
2024
Q1 		$6.73M Sell
52,404
-3,759
-7% -$447K 1.15% 25
2023
Q4 		$5.81M Buy
56,163
+431
+0.8% +$42.6K 1.08% 25
2023
Q3 		$5.07M Buy
55,732
+1,310
+2% +$115K 1.12% 24
2023
Q2 		$4.4M Buy
54,422
+564
+1% +$46.1K 0.93% 33
2023
Q1 		$4.29M Sell
53,858
-28,076
-34% -$1.99M 1.11% 25
2022
Q4 		$5.54M Buy
81,934
+2,554
+3% +$150K 1.53% 16
2022
Q3 		$3.95M Sell
79,380
-2,312
-3% -$124K 1.23% 23
2022
Q2 		$4.55M Buy
+81,692
New +$4.53M 1.42% 17

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Capital International Investors
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

Consolidated Planning Corp's NVO Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 48,796 shares — an estimated $4.2M sold.

Consolidated Planning Corp first reported a position in NVO in Q2 2022 and held it in 11 quarters. The position peaked at $7.72M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 48,796 Novo Nordisk shares in Q1 2025, an estimated $4.2M.
  • Consolidated Planning Corp first reported a position in Novo Nordisk in Q2 2022 and held it in 11 quarters.
  • Consolidated Planning Corp's Novo Nordisk position peaked at $7.72M in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.