OWG
NVO

Oxford Wealth Group’s Novo Nordisk NVO Stock Holding History

Oxford Wealth Group’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 		$1.29M Buy
14,989
+2,506
+20% +$271K 0.83% 26
2024
Q3 		$1.49M Sell
12,483
-3,186
-20% -$425K 1.21% 22
2024
Q2 		$2.24M Buy
15,669
+3,459
+28% +$458K 1.54% 18
2024
Q1 		$1.57M Buy
+12,210
New +$1.45M 1.43% 19

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Oxford Wealth Group's NVO Position: Q4 2024 in Review

Oxford Wealth Group increased its Novo Nordisk (NVO) stake by 20% in Q4 2024, buying an estimated $271K and bringing the position to 14,989 shares worth $1.29M. The position accounts for 0.83% of the portfolio, ranked #26.

Oxford Wealth Group first reported a position in NVO in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.24M in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Oxford Wealth Group held 14,989 shares of Novo Nordisk worth $1.29M as of Q4 2024.
  • Oxford Wealth Group bought 2,506 Novo Nordisk shares in Q4 2024, an estimated $271K.
  • Novo Nordisk made up 0.83% of Oxford Wealth Group's portfolio in Q4 2024, its #26 holding.
  • Oxford Wealth Group first reported a position in Novo Nordisk in Q1 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's Novo Nordisk position peaked at $2.24M in Q2 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.