GWA
NVO

Gratus Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Gratus Wealth 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
2025
Q2 		– Sell
-3,922
Closed -$272K – 136
2025
Q1 		$272K Buy
3,922
+269
+7% +$22.2K 0.04% 111
2024
Q4 		$314K Sell
3,653
-40
-1% -$4.33K 0.05% 108
2024
Q3 		$435K Buy
3,693
+1,508
+69% +$201K 0.07% 98
2024
Q2 		$287K Buy
2,185
+466
+27% +$61.8K 0.05% 110
2024
Q1 		$211K Buy
+1,719
New +$205K 0.04% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gratus Wealth Advisors's NVO Position: Q2 2025 in Review

Gratus Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,922 shares — an estimated $272K sold.

Gratus Wealth Advisors first reported a position in NVO in Q1 2024 and held it in 5 quarters. The position peaked at $435K in Q3 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Gratus Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 3,922 Novo Nordisk shares in Q2 2025, an estimated $272K.
  • Gratus Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 5 quarters.
  • Gratus Wealth Advisors's Novo Nordisk position peaked at $435K in Q3 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Gratus Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.