JWS
NVO

Juncture Wealth Strategies’s Novo Nordisk NVO Stock Holding History

Juncture Wealth Strategies’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
-3,769
Closed -$324K – 134
2024
Q4 		$324K Sell
3,769
-1,289
-25% -$139K 0.12% 100
2024
Q3 		$602K Buy
5,058
+14
+0.3% +$1.87K 0.23% 64
2024
Q2 		$720K Buy
5,044
+1,260
+33% +$167K 0.3% 52
2024
Q1 		$486K Buy
+3,784
New +$450K 0.21% 63

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

Juncture Wealth Strategies's NVO Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,769 shares — an estimated $324K sold.

Juncture Wealth Strategies first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $720K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,769 Novo Nordisk shares in Q1 2025, an estimated $324K.
  • Juncture Wealth Strategies first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Juncture Wealth Strategies's Novo Nordisk position peaked at $720K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.