Kiley Juergens Wealth Management’s Novo Nordisk NVO Stock Holding History

Kiley Juergens 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
2025 Q1	–	Sell	-11,930	Closed	-$1.03M	–	74
2024 Q4	$1.03M	Sell	11,930 -7,594	-39%	-$821K	0.26%	51
2024 Q3	$2.32M	Sell	19,524 -1,084	-5%	-$145K	0.6%	35
2024 Q2	$2.94M	Buy	20,608 +4,049	+24%	+$537K	0.82%	28
2024 Q1	$2.13M	Buy	+16,559	New	+$1.97M	0.66%	32
2018 Q4	–	Sell	-930	Closed	-$21K	–	441
2018 Q3	$21K	Hold	930	–	–	0.02%	355
2018 Q2	$21K	Buy	+930	New	+$22.1K	0.02%	320
2018 Q1	–	Sell	-650	Closed	-$17K	–	426
2017 Q4	$17K	Buy	+650	New	+$16.5K	0.02%	372

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Kiley Juergens Wealth Management's NVO Position: Q1 2025 in Review

Kiley Juergens Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 11,930 shares — an estimated $1.03M sold.

Kiley Juergens Wealth Management first reported a position in NVO in Q4 2017 and held it in 7 quarters. The position peaked at $2.94M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Kiley Juergens Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Kiley Juergens Wealth Management sold 11,930 Novo Nordisk shares in Q1 2025, an estimated $1.03M.
Kiley Juergens Wealth Management first reported a position in Novo Nordisk in Q4 2017 and held it in 7 quarters.
Kiley Juergens Wealth Management's Novo Nordisk position peaked at $2.94M in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.