MCWS
NVO

McKinley Carter Wealth Services’s Novo Nordisk NVO Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-64,658
Closed -$4.49M – 315
2025
Q1 		$4.49M Buy
64,658
+234
+0.4% +$19.3K 0.28% 70
2024
Q4 		$5.54M Buy
64,424
+1,797
+3% +$194K 0.34% 65
2024
Q3 		$7.46M Sell
62,627
-932
-1% -$124K 0.45% 49
2024
Q2 		$9.07M Buy
63,559
+1,060
+2% +$140K 0.58% 43
2024
Q1 		$8.02M Buy
62,499
+2,143
+4% +$255K 0.54% 45
2023
Q4 		$6.24M Buy
60,356
+16,293
+37% +$1.61M 0.46% 55
2023
Q3 		$4.01M Buy
44,063
+3,527
+9% +$311K 0.32% 62
2023
Q2 		$3.28M Buy
+40,536
New +$3.31M 0.25% 74
2018
Q2 		– Sell
-480
Closed -$12K – 307
2018
Q1 		$12K Buy
+480
New +$12.6K ﹤0.01% 368
2014
Q2 		– Sell
-11,100
Closed -$253K – 98
2014
Q1 		$253K Hold
11,100
– – 0.28% 78
2013
Q4 		$205K Buy
+11,100
New +$193K 0.2% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

McKinley Carter Wealth Services's NVO Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 64,658 shares — an estimated $4.49M sold.

McKinley Carter Wealth Services first reported a position in NVO in Q4 2013 and held it in 11 quarters. The position peaked at $9.07M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • McKinley Carter Wealth Services reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 64,658 Novo Nordisk shares in Q2 2025, an estimated $4.49M.
  • McKinley Carter Wealth Services first reported a position in Novo Nordisk in Q4 2013 and held it in 11 quarters.
  • McKinley Carter Wealth Services's Novo Nordisk position peaked at $9.07M in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.