FFA
NVO

Founders Financial Alliance’s Novo Nordisk NVO Stock Holding History

Founders Financial Alliance’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
-1,995
Closed -$238K – 594
2024
Q3 		$238K Buy
1,995
+1
+0.1% +$133 0.07% 256
2024
Q2 		$285K Buy
1,994
+54
+3% +$7.16K 0.08% 217
2024
Q1 		$249K Buy
+1,940
New +$231K 0.07% 229
2020
Q4 		– Sell
-314
Closed -$11K – 975
2020
Q3 		$11K Buy
+314
New +$10.5K 0.01% 745

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

Founders Financial Alliance's NVO Position: Q4 2024 in Review

Founders Financial Alliance sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,995 shares — an estimated $238K sold.

Founders Financial Alliance first reported a position in NVO in Q3 2020 and held it in 4 quarters. The position peaked at $285K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Founders Financial Alliance reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 1,995 Novo Nordisk shares in Q4 2024, an estimated $238K.
  • Founders Financial Alliance first reported a position in Novo Nordisk in Q3 2020 and held it in 4 quarters.
  • Founders Financial Alliance's Novo Nordisk position peaked at $285K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.