EHWM
NVO

Eads & Heald Wealth Management’s Novo Nordisk NVO Stock Holding History

Eads & Heald 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
2024
Q4 		– Sell
-2,267
Closed -$270K – 142
2024
Q3 		$270K Sell
2,267
-300
-12% -$40K 0.13% 128
2024
Q2 		$366K Sell
2,567
-56
-2% -$7.42K 0.18% 117
2024
Q1 		$337K Buy
+2,623
New +$312K 0.16% 120
2017
Q1 		– Sell
-21,080
Closed -$378K – 132
2016
Q4 		$378K Sell
21,080
-2,120
-9% -$38.4K 0.26% 112
2016
Q3 		$482K Hold
23,200
– – 0.33% 104
2016
Q2 		$624K Sell
23,200
-160
-0.7% -$4.39K 0.43% 92
2016
Q1 		$633K Sell
23,360
-1,360
-6% -$36.4K 0.44% 91
2015
Q4 		$718K Sell
24,720
-210
-0.8% -$5.81K 0.5% 85
2015
Q3 		$676K Sell
24,930
-1,320
-5% -$37.4K 0.48% 86
2015
Q2 		$719K Sell
26,250
-4,840
-16% -$136K 0.47% 90
2015
Q1 		$830K Sell
31,090
-2,860
-8% -$65.9K 0.53% 82
2014
Q4 		$718K Sell
33,950
-410
-1% -$9.16K 0.46% 92
2014
Q3 		$818K Sell
34,360
-1,320
-4% -$30.4K 0.55% 82
2014
Q2 		$824K Sell
35,680
-3,870
-10% -$85.4K 0.55% 80
2014
Q1 		$903K Sell
39,550
-170
-0.4% -$3.62K 0.59% 76
2013
Q4 		$734K Buy
39,720
+1,050
+3% +$18.3K 0.49% 87
2013
Q3 		$654K Sell
38,670
-4,250
-10% -$71.5K 0.47% 89
2013
Q2 		$665K Buy
+42,920
New +$714K 0.47% 87

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Eads & Heald Wealth Management's NVO Position: Q4 2024 in Review

Eads & Heald Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,267 shares — an estimated $270K sold.

Eads & Heald Wealth Management first reported a position in NVO in Q2 2013 and held it in 18 quarters. The position peaked at $903K in Q1 2014. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Eads & Heald Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,267 Novo Nordisk shares in Q4 2024, an estimated $270K.
  • Eads & Heald Wealth Management first reported a position in Novo Nordisk in Q2 2013 and held it in 18 quarters.
  • Eads & Heald Wealth Management's Novo Nordisk position peaked at $903K in Q1 2014.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.