EWM
NVO

Executive Wealth Management’s Novo Nordisk NVO Stock Holding History

Executive 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 		$1.69M Sell
19,634
-664
-3% -$71.8K 0.13% 119
2024
Q3 		$2.42M Buy
+20,298
New +$2.71M 0.19% 110
2024
Q2 		– Sell
-3,158
Closed -$403K – 211
2024
Q1 		$403K Buy
+3,158
New +$376K 0.04% 167

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

Executive Wealth Management's NVO Position: Q4 2024 in Review

Executive Wealth Management reduced its Novo Nordisk (NVO) stake by 3.3% in Q4 2024, selling an estimated $71.8K and leaving 19,634 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #119.

Executive Wealth Management first reported a position in NVO in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.42M in Q3 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Executive Wealth Management held 19,634 shares of Novo Nordisk worth $1.69M as of Q4 2024.
  • Executive Wealth Management sold 664 Novo Nordisk shares in Q4 2024, an estimated $71.8K.
  • Novo Nordisk made up 0.13% of Executive Wealth Management's portfolio in Q4 2024, its #119 holding.
  • Executive Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's Novo Nordisk position peaked at $2.42M in Q3 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.