KWAG
NVO

Kiely Wealth Advisory Group’s Novo Nordisk NVO Stock Holding History

Kiely Wealth Advisory Group’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 		$14.6K Hold
174
– – 0.01% 176
2024
Q3 		$18.7K Hold
174
– – 0.01% 167
2024
Q2 		$22.2K Hold
174
– – 0.01% 145
2024
Q1 		$22.2K Hold
174
– – 0.01% 134
2023
Q4 		$18.6K Buy
+174
New +$17.2K 0.01% 138

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

Kiely Wealth Advisory Group's NVO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Novo Nordisk (NVO) position steady in Q4 2024 at 174 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Kiely Wealth Advisory Group first reported a position in NVO in Q4 2023 and has held it in 5 quarters since. The position peaked at $22.2K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Kiely Wealth Advisory Group held 174 shares of Novo Nordisk worth $14.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Novo Nordisk share count unchanged in Q4 2024.
  • Novo Nordisk made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #176 holding.
  • Kiely Wealth Advisory Group first reported a position in Novo Nordisk in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Novo Nordisk position peaked at $22.2K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.