MWM
NVO

Merriman Wealth Management’s Novo Nordisk NVO Stock Holding History

Merriman 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
2024
Q4 		– Sell
-2,373
Closed -$283K – 222
2024
Q3 		$283K Buy
2,373
+48
+2% +$6.4K 0.01% 175
2024
Q2 		$332K Buy
2,325
+145
+7% +$19.2K 0.01% 163
2024
Q1 		$282K Buy
2,180
+189
+9% +$22.5K 0.01% 171
2023
Q4 		$206K Buy
+1,991
New +$197K 0.01% 178

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Merriman Wealth Management's NVO Position: Q4 2024 in Review

Merriman Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,373 shares — an estimated $283K sold.

Merriman Wealth Management first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $332K in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Merriman Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 2,373 Novo Nordisk shares in Q4 2024, an estimated $283K.
  • Merriman Wealth Management first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Merriman Wealth Management's Novo Nordisk position peaked at $332K in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.