HNWAG
NVO

High Net Worth Advisory Group’s Novo Nordisk NVO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-2,384
Closed -$205K – 219
2024
Q4 		$205K Sell
2,384
-2,332
-49% -$252K 0.06% 212
2024
Q3 		$562K Hold
4,716
– – 0.15% 119
2024
Q2 		$673K Hold
4,716
– – 0.2% 100
2024
Q1 		$606K Buy
4,716
+332
+8% +$39.5K 0.19% 107
2023
Q4 		$454K Hold
4,384
– – 0.17% 118
2023
Q3 		$399K Hold
4,384
– – 0.16% 121
2023
Q2 		$355K Hold
4,384
– – 0.14% 130
2023
Q1 		$349K Sell
4,384
-4,998
-53% -$354K 0.14% 133
2022
Q4 		$635K Sell
9,382
-1,698
-15% -$99.6K 0.25% 95
2022
Q3 		$552K Buy
11,080
+7,000
+172% +$375K 0.24% 94
2022
Q2 		$227K Sell
4,080
-400
-9% -$22.2K 0.09% 173
2022
Q1 		$249K Buy
4,480
+384
+9% +$19.7K 0.09% 161
2021
Q4 		$229K Buy
+4,096
New +$222K 0.08% 177

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

High Net Worth Advisory Group's NVO Position: Q1 2025 in Review

High Net Worth Advisory Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,384 shares — an estimated $205K sold.

High Net Worth Advisory Group first reported a position in NVO in Q4 2021 and held it in 13 quarters. The position peaked at $673K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • High Net Worth Advisory Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,384 Novo Nordisk shares in Q1 2025, an estimated $205K.
  • High Net Worth Advisory Group first reported a position in Novo Nordisk in Q4 2021 and held it in 13 quarters.
  • High Net Worth Advisory Group's Novo Nordisk position peaked at $673K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on High Net Worth Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.