KWM
NVO

Keebeck Wealth Management’s Novo Nordisk NVO Stock Holding History

Keebeck 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
Q4 		– Sell
-4,157
Closed -$495K – 292
2024
Q3 		$495K Buy
4,157
+21
+0.5% +$2.8K 0.07% 172
2024
Q2 		$590K Hold
4,136
– – 0.09% 158
2024
Q1 		$535K Hold
4,136
– – 0.08% 180
2023
Q4 		$428K Buy
+4,136
New +$409K 0.07% 195
2022
Q1 		– Sell
-5,380
Closed -$301K – 243
2021
Q4 		$301K Buy
+5,380
New +$291K 0.05% 185
2020
Q3 		– Sell
-1,380
Closed -$45K – 299
2020
Q2 		$45K Buy
+1,380
New +$44K 0.01% 229

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Keebeck Wealth Management's NVO Position: Q4 2024 in Review

Keebeck Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 4,157 shares — an estimated $495K sold.

Keebeck Wealth Management first reported a position in NVO in Q2 2020 and held it in 6 quarters. The position peaked at $590K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Keebeck Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 4,157 Novo Nordisk shares in Q4 2024, an estimated $495K.
  • Keebeck Wealth Management first reported a position in Novo Nordisk in Q2 2020 and held it in 6 quarters.
  • Keebeck Wealth Management's Novo Nordisk position peaked at $590K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Keebeck Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.