GIA
NVO

Gladstone Institutional Advisory’s Novo Nordisk NVO Stock Holding History

Gladstone Institutional Advisory’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
-2,303
Closed -$274K – 725
2024
Q3 		$274K Buy
2,303
+78
+4% +$10.4K 0.01% 590
2024
Q2 		$318K Sell
2,225
-575
-21% -$76.2K 0.02% 524
2024
Q1 		$360K Sell
2,800
-769
-22% -$91.5K 0.02% 493
2023
Q4 		$369K Buy
3,569
+60
+2% +$5.93K 0.02% 481
2023
Q3 		$319K Buy
+3,509
New +$309K 0.02% 477
2023
Q1 		– Sell
-3,206
Closed -$217K – 700
2022
Q4 		$217K Buy
+3,206
New +$188K 0.02% 580
2022
Q3 		– Sell
-3,850
Closed -$214K – 666
2022
Q2 		$214K Buy
+3,850
New +$214K 0.02% 595
2022
Q1 		– Sell
-3,608
Closed -$202K – 740
2021
Q4 		$202K Buy
+3,608
New +$195K 0.02% 566

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

Gladstone Institutional Advisory's NVO Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,303 shares — an estimated $274K sold.

Gladstone Institutional Advisory first reported a position in NVO in Q4 2021 and held it in 8 quarters. The position peaked at $369K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,303 Novo Nordisk shares in Q4 2024, an estimated $274K.
  • Gladstone Institutional Advisory first reported a position in Novo Nordisk in Q4 2021 and held it in 8 quarters.
  • Gladstone Institutional Advisory's Novo Nordisk position peaked at $369K in Q4 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.