FHC
NVO

Fort Henry Capital’s Novo Nordisk NVO Stock Holding History

Fort Henry Capital’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
-1,860
Closed -$221K – 15
2024
Q3 		$221K Hold
1,860
– – 0.15% 15
2024
Q2 		$265K Hold
1,860
– – 0.19% 15
2024
Q1 		$239K Buy
+1,860
New +$221K 0.18% 15

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Fort Henry Capital's NVO Position: Q4 2024 in Review

Fort Henry Capital sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,860 shares — an estimated $221K sold.

Fort Henry Capital first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $265K in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Fort Henry Capital reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Fort Henry Capital sold 1,860 Novo Nordisk shares in Q4 2024, an estimated $221K.
  • Fort Henry Capital first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Fort Henry Capital's Novo Nordisk position peaked at $265K in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Fort Henry Capital's 13F filing for Q4 2024, filed 21 Jan 2025.