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

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lineweaver Wealth Advisors's NVO Position: Q1 2025 in Review

Lineweaver Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,355 shares — an estimated $203K sold.

Lineweaver Wealth Advisors first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $337K in Q2 2024. 1,531 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Lineweaver Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 2,355 Novo Nordisk shares in Q1 2025, an estimated $203K.
  • Lineweaver Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Novo Nordisk position peaked at $337K in Q2 2024.
  • 1,531 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.