Householder Group Estate & Retirement Specialist’s Novo Nordisk NVO Stock Holding History

Householder Group Estate & Retirement Specialist’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	$287K	Sell	3,341 -623	-16%	-$67.4K	0.21%	79
2024 Q3	$471K	Sell	3,964 -13	-0.3%	-$1.73K	0.14%	142
2024 Q2	$567K	Buy	3,977 +141	+4%	+$18.7K	0.16%	122
2024 Q1	$493K	Buy	3,836 +18	+0.5%	+$2.14K	0.15%	137
2023 Q4	$395K	Buy	3,818 +2,290	+150%	+$226K	0.13%	148
2023 Q3	$139K	Buy	+1,528	New	+$135K	0.05%	263
2023 Q1	$121K	Buy	+1,520	New	+$108K	0.05%	264
2022 Q4	–	Sell	-1,518	Closed	-$75K	–	840
2022 Q3	$75K	Buy	+1,518	New	+$81.3K	0.03%	318

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

Householder Group Estate & Retirement Specialist's NVO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Novo Nordisk (NVO) stake by 16% in Q4 2024, selling an estimated $67.4K and leaving 3,341 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #79.

Householder Group Estate & Retirement Specialist first reported a position in NVO in Q3 2022 and has held it in 8 quarters since. The position peaked at $567K in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,341 shares of Novo Nordisk worth $287K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 623 Novo Nordisk shares in Q4 2024, an estimated $67.4K.
Novo Nordisk made up 0.21% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #79 holding.
Householder Group Estate & Retirement Specialist first reported a position in Novo Nordisk in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Novo Nordisk position peaked at $567K in Q2 2024.
1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.