Guardian Wealth Management (Illinois)’s Novo Nordisk NVO Stock Holding History

Guardian Wealth Management (Illinois)’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	-800	Closed	-$55.6K	–	152
2025 Q1	$55.6K	Sell	800 -250	-24%	-$20.6K	0.04%	101
2024 Q4	$90.3K	Hold	1,050	–	–	0.06%	92
2024 Q3	$125K	Hold	1,050	–	–	0.09%	76
2024 Q2	$150K	Hold	1,050	–	–	0.11%	69
2024 Q1	$135K	Hold	1,050	–	–	0.1%	75
2023 Q4	$109K	Hold	1,050	–	–	0.09%	83
2023 Q3	$95.5K	Hold	1,050	–	–	0.09%	87
2023 Q2	$85K	Hold	1,050	–	–	0.08%	90
2023 Q1	$83.5K	Hold	1,050	–	–	0.08%	90
2022 Q4	$71.1K	Hold	1,050	–	–	0.07%	102
2022 Q3	$52K	Sell	1,050 -250	-19%	-$13.4K	0.06%	102
2022 Q2	$72K	Sell	1,300 -170	-12%	-$9.43K	0.08%	95
2022 Q1	$82K	Hold	1,470	–	–	0.08%	101
2021 Q4	$82K	Buy	+1,470	New	+$79.6K	0.08%	94

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s NVO Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 800 shares — an estimated $55.6K sold.

Guardian Wealth Management (Illinois) first reported a position in NVO in Q4 2021 and held it in 14 quarters. The position peaked at $150K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 800 Novo Nordisk shares in Q2 2025, an estimated $55.6K.
Guardian Wealth Management (Illinois) first reported a position in Novo Nordisk in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Novo Nordisk position peaked at $150K in Q2 2024.
1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.