FWM
NVO

Focused Wealth Management’s Novo Nordisk NVO Stock Holding History

Focused 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
2025
Q2 		– Sell
-6,090
Closed -$423K – 226
2025
Q1 		$423K Buy
6,090
+1,727
+40% +$143K 0.06% 101
2024
Q4 		$375K Sell
4,363
-973
-18% -$105K 0.05% 102
2024
Q3 		$635K Sell
5,336
-30
-0.6% -$4K 0.08% 85
2024
Q2 		$766K Buy
5,366
+388
+8% +$51.4K 0.11% 71
2024
Q1 		$639K Buy
4,978
+4,960
+27,556% +$590K 0.1% 76
2023
Q4 		$1.86K Hold
18
– – ﹤0.01% 781
2023
Q3 		$1.64K Hold
18
– – ﹤0.01% 798
2023
Q2 		$1.46K Buy
+18
New +$1.47K ﹤0.01% 840

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Focused Wealth Management's NVO Position: Q2 2025 in Review

Focused Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 6,090 shares — an estimated $423K sold.

Focused Wealth Management first reported a position in NVO in Q2 2023 and held it in 8 quarters. The position peaked at $766K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Focused Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Focused Wealth Management sold 6,090 Novo Nordisk shares in Q2 2025, an estimated $423K.
  • Focused Wealth Management first reported a position in Novo Nordisk in Q2 2023 and held it in 8 quarters.
  • Focused Wealth Management's Novo Nordisk position peaked at $766K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.