LWA
NVO

Lineweaver Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Lineweaver Wealth Advisors’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
-2,355
Closed -$203K – 147
2024
Q4 		$203K Sell
2,355
-10
-0.4% -$1.08K 0.04% 132
2024
Q3 		$281K Buy
2,365
+7
+0.3% +$934 0.05% 114
2024
Q2 		$337K Sell
2,358
-4
-0.2% -$530 0.07% 108
2024
Q1 		$303K Buy
+2,362
New +$281K 0.07% 112

Other funds holding NVO

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Morgan Stanley
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Fisher Asset Management
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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
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Capital International Investors
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