GA
NVO

Geller Advisors’s Novo Nordisk NVO Stock Holding History

Geller 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
Q4 		$1.26M Buy
14,678
+2,353
+19% +$254K 0.08% 57
2024
Q3 		$1.47M Buy
12,325
+435
+4% +$58K 0.1% 52
2024
Q2 		$1.7M Sell
11,890
-1
-0% -$133 0.13% 45
2024
Q1 		$1.54M Buy
11,891
+7,717
+185% +$919K 0.12% 43
2023
Q4 		$432K Buy
+4,174
New +$413K 0.04% 153

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

Geller Advisors's NVO Position: Q4 2024 in Review

Geller Advisors increased its Novo Nordisk (NVO) stake by 19% in Q4 2024, buying an estimated $254K and bringing the position to 14,678 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #57.

Geller Advisors first reported a position in NVO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Geller Advisors held 14,678 shares of Novo Nordisk worth $1.26M as of Q4 2024.
  • Geller Advisors bought 2,353 Novo Nordisk shares in Q4 2024, an estimated $254K.
  • Novo Nordisk made up 0.08% of Geller Advisors's portfolio in Q4 2024, its #57 holding.
  • Geller Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 5 quarters since.
  • Geller Advisors's Novo Nordisk position peaked at $1.7M in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.