ECG
NVO

Edge Capital Group’s Novo Nordisk NVO Stock Holding History

Edge Capital Group’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 		$5.03M Buy
58,465
+635
+1% +$68.7K 0.22% 85
2024
Q3 		$6.89M Sell
57,830
-1,539
-3% -$205K 0.31% 71
2024
Q2 		$8.47M Sell
59,369
-12,447
-17% -$1.65M 0.41% 59
2024
Q1 		$9.22M Sell
71,816
-2,268
-3% -$270K 0.46% 51
2023
Q4 		$7.66M Sell
74,084
-340
-0.5% -$33.6K 0.43% 51
2023
Q3 		$6.77M Sell
74,424
-872
-1% -$76.8K 0.44% 54
2023
Q2 		$6.09M Sell
75,296
-1,922
-2% -$157K 0.35% 66
2023
Q1 		$6.14M Sell
77,218
-7,456
-9% -$529K 0.38% 60
2022
Q4 		$5.73M Sell
84,674
-1,148
-1% -$67.3K 0.4% 60
2022
Q3 		$4.28M Buy
85,822
+218
+0.3% +$11.7K 0.35% 64
2022
Q2 		$4.77M Buy
85,604
+368
+0.4% +$20.4K 0.41% 55
2022
Q1 		$4.73M Sell
85,236
-3,200
-4% -$164K 0.32% 70
2021
Q4 		$4.95M Sell
88,436
-9,530
-10% -$516K 0.35% 64
2021
Q3 		$4.7M Sell
97,966
-48,900
-33% -$2.36M 0.37% 61
2021
Q2 		$6.15M Sell
146,866
-1,020
-0.7% -$39.5K 0.49% 47
2021
Q1 		$4.99M Buy
147,886
+1,444
+1% +$51.4K 0.42% 58
2020
Q4 		$5.11M Sell
146,442
-9,358
-6% -$323K 0.43% 55
2020
Q3 		$5.41M Buy
155,800
+38
+0% +$1.27K 0.54% 42
2020
Q2 		$5.1M Sell
155,762
-36,814
-19% -$1.17M 0.53% 47
2020
Q1 		$5.8M Buy
192,576
+27,208
+16% +$810K 0.69% 43
2019
Q4 		$4.79M Buy
+165,368
New +$4.58M 0.47% 54

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Edge Capital Group's NVO Position: Q4 2024 in Review

Edge Capital Group increased its Novo Nordisk (NVO) stake by 1.1% in Q4 2024, buying an estimated $68.7K and bringing the position to 58,465 shares worth $5.03M. The position accounts for 0.22% of the portfolio, ranked #85.

Edge Capital Group first reported a position in NVO in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.22M in Q1 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Edge Capital Group held 58,465 shares of Novo Nordisk worth $5.03M as of Q4 2024.
  • Edge Capital Group bought 635 Novo Nordisk shares in Q4 2024, an estimated $68.7K.
  • Novo Nordisk made up 0.22% of Edge Capital Group's portfolio in Q4 2024, its #85 holding.
  • Edge Capital Group first reported a position in Novo Nordisk in Q4 2019 and has held it in 21 quarters since.
  • Edge Capital Group's Novo Nordisk position peaked at $9.22M in Q1 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.