IHWM
NVO

Iron Horse Wealth Management’s Novo Nordisk NVO Stock Holding History

Iron Horse Wealth Management’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 		$4.83K Sell
70
-10
-13% -$680 ﹤0.01% 381
2025
Q1 		$5.55K Buy
80
+10
+14% +$826 ﹤0.01% 343
2024
Q4 		$6.02K Hold
70
– – ﹤0.01% 289
2024
Q3 		$8.34K Hold
70
– – ﹤0.01% 254
2024
Q2 		$9.99K Hold
70
– – ﹤0.01% 216
2024
Q1 		$8.99K Hold
70
– – ﹤0.01% 206
2023
Q4 		$7.24K Hold
70
– – ﹤0.01% 222
2023
Q3 		$6.37K Buy
+70
New +$6.17K ﹤0.01% 234

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Iron Horse Wealth Management's NVO Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Novo Nordisk (NVO) stake by 13% in Q2 2025, selling an estimated $680 and leaving 70 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Iron Horse Wealth Management first reported a position in NVO in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.99K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Iron Horse Wealth Management held 70 shares of Novo Nordisk worth $4.83K as of Q2 2025.
  • Iron Horse Wealth Management sold 10 Novo Nordisk shares in Q2 2025, an estimated $680.
  • Novo Nordisk made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #381 holding.
  • Iron Horse Wealth Management first reported a position in Novo Nordisk in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's Novo Nordisk position peaked at $9.99K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.