JWM
NVO

Janiczek Wealth Management’s Novo Nordisk NVO Stock Holding History

Janiczek 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
2024
Q2 		$960K Buy
6,728
+290
+5% +$38.4K 0.2% 46
2024
Q1 		$828K Buy
6,438
+576
+10% +$68.6K 0.18% 52
2023
Q4 		$606K Buy
5,862
+143
+3% +$14.1K 0.15% 62
2023
Q3 		$520K Buy
5,719
+89
+2% +$7.84K 0.14% 63
2023
Q2 		$456K Buy
5,630
+104
+2% +$8.5K 0.13% 62
2023
Q1 		$466K Sell
5,526
-36
-0.6% -$2.55K 0.13% 56
2022
Q4 		$372K Buy
5,562
+190
+4% +$11.1K 0.1% 69
2022
Q3 		$279K Sell
5,372
-298
-5% -$16K 0.09% 72
2022
Q2 		$329K Sell
5,670
-542
-9% -$30.1K 0.1% 67
2022
Q1 		$345K Buy
6,212
+646
+12% +$33.2K 0.1% 69
2021
Q4 		$312K Buy
5,566
+302
+6% +$16.4K 0.09% 73
2021
Q3 		$253K Buy
5,264
+366
+7% +$17.7K 0.09% 74
2021
Q2 		$205K Buy
4,898
+40
+0.8% +$1.55K 0.07% 81
2021
Q1 		$164K Buy
4,858
+1,812
+59% +$64.5K 0.07% 82
2020
Q4 		$106K Buy
3,046
+1,764
+138% +$61K 0.05% 101
2020
Q3 		$45K Buy
+1,282
New +$42.7K 0.02% 105

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Janiczek Wealth Management's NVO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Novo Nordisk (NVO) stake by 4.5% in Q2 2024, buying an estimated $38.4K and bringing the position to 6,728 shares worth $960K. The position accounts for 0.2% of the portfolio, ranked #46.

Janiczek Wealth Management first reported a position in NVO in Q3 2020 and has held it in 16 quarters since. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Janiczek Wealth Management held 6,728 shares of Novo Nordisk worth $960K as of Q2 2024.
  • Janiczek Wealth Management bought 290 Novo Nordisk shares in Q2 2024, an estimated $38.4K.
  • Novo Nordisk made up 0.2% of Janiczek Wealth Management's portfolio in Q2 2024, its #46 holding.
  • Janiczek Wealth Management first reported a position in Novo Nordisk in Q3 2020 and has held it in 16 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.