HWMT
NVO

Heritage Wealth Management (Texas)’s Novo Nordisk NVO Stock Holding History

Heritage Wealth Management (Texas)’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
-1,750
Closed -$208K – 36
2024
Q3 		$208K Hold
1,750
– – 0.12% 38
2024
Q2 		$250K Hold
1,750
– – 0.16% 33
2024
Q1 		$225K Buy
+1,750
New +$208K 0.15% 34

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

Heritage Wealth Management (Texas)'s NVO Position: Q4 2024 in Review

Heritage Wealth Management (Texas) sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,750 shares — an estimated $208K sold.

Heritage Wealth Management (Texas) first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $250K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Heritage Wealth Management (Texas) reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 1,750 Novo Nordisk shares in Q4 2024, an estimated $208K.
  • Heritage Wealth Management (Texas) first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Texas)'s Novo Nordisk position peaked at $250K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q4 2024, filed 21 Jan 2025.