GWM
NVO

Gibbs Wealth Management’s Novo Nordisk NVO Stock Holding History

Gibbs 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
2026
Q1 		$1.44M Buy
39,273
+21,065
+116% +$998K 0.19% 112
2025
Q4 		$1.07M Sell
18,208
-3,531
-16% -$181K 0.26% 77
2025
Q3 		$1.21M Sell
21,739
-2,360
-10% -$138K 0.27% 80
2025
Q2 		$1.66M Sell
24,099
-3,167
-12% -$215K 0.32% 67
2025
Q1 		$1.89M Sell
27,266
-453
-2% -$37.4K 0.46% 49
2024
Q4 		$2.38M Buy
27,719
+4,616
+20% +$499K 0.65% 35
2024
Q3 		$2.75M Buy
23,103
+2,875
+14% +$383K 0.89% 25
2024
Q2 		$2.89M Buy
20,228
+5,615
+38% +$744K 1.17% 18
2024
Q1 		$1.88M Buy
+14,613
New +$1.74M 1.08% 17

Other funds holding NVO

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Franklin Resources
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return