Global Wealth Management Investment Advisory’s Novo Nordisk NVO Stock Holding History

Global Wealth Management Investment 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	-11,499	Closed	-$1.37M	–	149
2024 Q3	$1.37M	Buy	11,499 +441	+4%	+$58.8K	0.3%	85
2024 Q2	$1.58M	Buy	11,058 +374	+4%	+$49.6K	0.37%	73
2024 Q1	$1.37M	Buy	10,684 +10,268	+2,468%	+$1.22M	0.34%	79
2023 Q4	$43K	Buy	416 +6	+1%	+$593	0.01%	201
2023 Q3	$37.3K	Hold	410	–	–	0.01%	209
2023 Q2	$33.2K	Buy	+410	New	+$33.5K	0.01%	217
2022 Q3	–	Sell	-410	Closed	-$23K	–	357
2022 Q2	$23K	Hold	410	–	–	0.01%	230
2022 Q1	$23K	Hold	410	–	–	0.01%	248
2021 Q4	$23K	Hold	410	–	–	0.01%	246
2021 Q3	$20K	Hold	410	–	–	0.01%	261
2021 Q2	$17K	Hold	410	–	–	0.01%	258
2021 Q1	$14K	Hold	410	–	–	0.01%	281
2020 Q4	$14K	Hold	410	–	–	0.01%	255
2020 Q3	$14K	Hold	410	–	–	0.01%	253
2020 Q2	$13K	Hold	410	–	–	0.01%	322
2020 Q1	$12K	Hold	410	–	–	0.01%	309
2019 Q4	$12K	Hold	410	–	–	0.01%	333
2019 Q3	$11K	Hold	410	–	–	0.01%	315
2019 Q2	$10K	Hold	410	–	–	﹤0.01%	369
2019 Q1	$11K	Sell	410 -372	-48%	-$9.14K	0.01%	369
2018 Q4	$18K	Buy	+782	New	+$17.4K	0.01%	311

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Global Wealth Management Investment Advisory's NVO Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 11,499 shares — an estimated $1.37M sold.

Global Wealth Management Investment Advisory first reported a position in NVO in Q4 2018 and held it in 21 quarters. The position peaked at $1.58M in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Global Wealth Management Investment Advisory reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 11,499 Novo Nordisk shares in Q4 2024, an estimated $1.37M.
Global Wealth Management Investment Advisory first reported a position in Novo Nordisk in Q4 2018 and held it in 21 quarters.
Global Wealth Management Investment Advisory's Novo Nordisk position peaked at $1.58M in Q2 2024.
1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.