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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Kolinsky Wealth Management reduced its Novo Nordisk (NVO) stake by 1.3% in Q4 2024, selling an estimated $10.6K and leaving 7,253 shares worth $624K. The position accounts for 0.38% of the portfolio, ranked #51.

Kolinsky Wealth Management first reported a position in NVO in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2024. 1,667 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Kolinsky Wealth Management held 7,253 shares of Novo Nordisk worth $624K as of Q4 2024.
Kolinsky Wealth Management sold 98 Novo Nordisk shares in Q4 2024, an estimated $10.6K.
Novo Nordisk made up 0.38% of Kolinsky Wealth Management's portfolio in Q4 2024, its #51 holding.
Kolinsky Wealth Management first reported a position in Novo Nordisk in Q1 2022 and has held it in 12 quarters since.
Kolinsky Wealth Management's Novo Nordisk position peaked at $1.01M in Q2 2024.
1,667 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.