MW
NVO

Marcum Wealth’s Novo Nordisk NVO Stock Holding History

Marcum Wealth’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 		$379K Buy
5,457
+1,717
+46% +$142K 0.03% 237
2024
Q4 		$322K Sell
3,740
-157
-4% -$17K 0.03% 271
2024
Q3 		$464K Buy
3,897
+104
+3% +$13.9K 0.04% 212
2024
Q2 		$541K Buy
3,793
+34
+0.9% +$4.5K 0.05% 177
2024
Q1 		$483K Sell
3,759
-491
-12% -$58.4K 0.05% 197
2023
Q4 		$440K Sell
4,250
-139
-3% -$13.7K 0.05% 197
2023
Q3 		$399K Sell
4,389
-545
-11% -$48K 0.05% 200
2023
Q2 		$399K Sell
4,934
-432
-8% -$35.3K 0.05% 208
2023
Q1 		$427K Buy
5,366
+600
+13% +$42.5K 0.05% 198
2022
Q4 		$323K Buy
4,766
+62
+1% +$3.63K 0.04% 228
2022
Q3 		$234K Buy
4,704
+8
+0.2% +$429 0.04% 275
2022
Q2 		$262K Buy
4,696
+462
+11% +$25.6K 0.04% 255
2022
Q1 		$235K Buy
4,234
+224
+6% +$11.5K 0.03% 293
2021
Q4 		$225K Sell
4,010
-232
-5% -$12.6K 0.03% 305
2021
Q3 		$204K Buy
+4,242
New +$205K 0.03% 305

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

Marcum Wealth's NVO Position: Q1 2025 in Review

Marcum Wealth increased its Novo Nordisk (NVO) stake by 46% in Q1 2025, buying an estimated $142K and bringing the position to 5,457 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #237.

Marcum Wealth first reported a position in NVO in Q3 2021 and has held it in 15 quarters since. The position peaked at $541K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Marcum Wealth held 5,457 shares of Novo Nordisk worth $379K as of Q1 2025.
  • Marcum Wealth bought 1,717 Novo Nordisk shares in Q1 2025, an estimated $142K.
  • Novo Nordisk made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #237 holding.
  • Marcum Wealth first reported a position in Novo Nordisk in Q3 2021 and has held it in 15 quarters since.
  • Marcum Wealth's Novo Nordisk position peaked at $541K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.