LWM
NVO

Lyell Wealth Management’s Novo Nordisk NVO Stock Holding History

Lyell 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
-2,754
Closed -$237K – 208
2024
Q4 		$237K Hold
2,754
– – 0.02% 189
2024
Q3 		$328K Hold
2,754
– – 0.03% 174
2024
Q2 		$393K Hold
2,754
– – 0.04% 149
2024
Q1 		$354K Hold
2,754
– – 0.04% 160
2023
Q4 		$285K Buy
2,754
+200
+8% +$19.8K 0.03% 165
2023
Q3 		$232K Hold
2,554
– – 0.03% 166
2023
Q2 		$207K Hold
2,554
– – 0.03% 176
2023
Q1 		$203K Buy
+2,554
New +$181K 0.03% 195

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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

Lyell Wealth Management's NVO Position: Q1 2025 in Review

Lyell Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,754 shares — an estimated $237K sold.

Lyell Wealth Management first reported a position in NVO in Q1 2023 and held it in 8 quarters. The position peaked at $393K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Lyell Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 2,754 Novo Nordisk shares in Q1 2025, an estimated $237K.
  • Lyell Wealth Management first reported a position in Novo Nordisk in Q1 2023 and held it in 8 quarters.
  • Lyell Wealth Management's Novo Nordisk position peaked at $393K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Lyell Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.