Heritage Family Offices’s Novo Nordisk NVO Stock Holding History

Heritage Family Offices’s Portfolio NVO Stock Details NVO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$380K	Sell
2025 Q2	$483K	Hold
2025 Q1	$484K	Buy
2024 Q4	$594K	Buy
2024 Q3	$807K	Buy
2024 Q2	$962K	Buy