Epic Trust Investment Advisors’s Novo Nordisk NVO Stock Holding History

Epic Trust Investment Advisors’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 Q2	$404K	Buy	+2,829	New	+$375K	0.44%	55

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Epic Trust Investment Advisors's NVO Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in Novo Nordisk (NVO) in Q2 2024: 2,829 shares worth $404K. The stake represents 0.44% of the portfolio and ranks #55 among its holdings.

1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

Epic Trust Investment Advisors held 2,829 shares of Novo Nordisk worth $404K as of Q2 2024.
Novo Nordisk was a new Epic Trust Investment Advisors position in Q2 2024.
Novo Nordisk made up 0.44% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #55 holding.
1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.