KNFPWM
NVO

Keeler & Nadler Financial Planning & Wealth Management’s Novo Nordisk NVO Stock Holding History

Keeler & Nadler Financial Planning & 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
-1,690
Closed -$201K – 71
2024
Q3 		$201K Hold
1,690
– – 0.1% 70
2024
Q2 		$241K Sell
1,690
-12
-0.7% -$1.59K 0.13% 56
2024
Q1 		$219K Buy
+1,702
New +$203K 0.13% 57

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Keeler & Nadler Financial Planning & Wealth Management's NVO Position: Q4 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,690 shares — an estimated $201K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 1,690 Novo Nordisk shares in Q4 2024, an estimated $201K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's Novo Nordisk position peaked at $241K in Q2 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.