DWP
NVO

Daymark Wealth Partners’s Novo Nordisk NVO Stock Holding History

Daymark 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
Q1 		– Sell
-2,851
Closed -$245K – 521
2024
Q4 		$245K Sell
2,851
-3,551
-55% -$384K 0.01% 447
2024
Q3 		$762K Buy
6,402
+112
+2% +$14.9K 0.03% 280
2024
Q2 		$898K Buy
6,290
+864
+16% +$114K 0.04% 247
2024
Q1 		$697K Sell
5,426
-586
-10% -$69.8K 0.04% 237
2023
Q4 		$622K Sell
6,012
-63
-1% -$6.23K 0.04% 232
2023
Q3 		$552K Buy
6,075
+353
+6% +$31.1K 0.04% 230
2023
Q2 		$463K Buy
+5,722
New +$467K 0.03% 245

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

Daymark Wealth Partners's NVO Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,851 shares — an estimated $245K sold.

Daymark Wealth Partners first reported a position in NVO in Q2 2023 and held it in 7 quarters. The position peaked at $898K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Daymark Wealth Partners reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,851 Novo Nordisk shares in Q1 2025, an estimated $245K.
  • Daymark Wealth Partners first reported a position in Novo Nordisk in Q2 2023 and held it in 7 quarters.
  • Daymark Wealth Partners's Novo Nordisk position peaked at $898K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.