OPWM
NVO

Oakwell Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Oakwell Private 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
-8,163
Closed -$702K – 74
2024
Q4 		$702K Buy
8,163
+904
+12% +$97.8K 0.2% 41
2024
Q3 		$864K Buy
7,259
+2,327
+47% +$310K 0.25% 37
2024
Q2 		$704K Buy
4,932
+1,180
+31% +$156K 0.2% 40
2024
Q1 		$482K Buy
3,752
+103
+3% +$12.3K 0.15% 43
2023
Q4 		$377K Buy
+3,649
New +$361K 0.13% 45

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

Oakwell Private Wealth Management's NVO Position: Q1 2025 in Review

Oakwell Private Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 8,163 shares — an estimated $702K sold.

Oakwell Private Wealth Management first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $864K in Q3 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Oakwell Private Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 8,163 Novo Nordisk shares in Q1 2025, an estimated $702K.
  • Oakwell Private Wealth Management first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • Oakwell Private Wealth Management's Novo Nordisk position peaked at $864K in Q3 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.