KWM
NVO

Kolinsky Wealth Management’s Novo Nordisk NVO Stock Holding History

Kolinsky 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 		$624K Sell
7,253
-98
-1% -$10.6K 0.38% 51
2024
Q3 		$875K Buy
7,351
+289
+4% +$38.5K 0.57% 31
2024
Q2 		$1.01M Buy
7,062
+148
+2% +$19.6K 0.72% 21
2024
Q1 		$888K Buy
6,914
+215
+3% +$25.6K 0.68% 25
2023
Q4 		$693K Sell
6,699
-43
-0.6% -$4.25K 0.61% 26
2023
Q3 		$613K Buy
6,742
+860
+15% +$75.8K 0.61% 29
2023
Q2 		$462K Buy
5,882
+10
+0.2% +$817 0.44% 57
2023
Q1 		$467K Sell
5,872
-988
-14% -$70.1K 0.5% 44
2022
Q4 		$464K Sell
6,860
-434
-6% -$25.4K 0.53% 39
2022
Q3 		$363K Buy
7,294
+188
+3% +$10.1K 0.45% 44
2022
Q2 		$396K Buy
7,106
+1,496
+27% +$83K 0.47% 45
2022
Q1 		$311K Buy
+5,610
New +$288K 0.31% 74

Other funds holding NVO

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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