PCWA
NVO

Pacific Capital Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Pacific Capital Wealth Advisors’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
-354
Closed -$30.5K – 276
2024
Q4 		$30.5K Sell
354
-28
-7% -$3.03K 0.01% 186
2024
Q3 		$45.5K Buy
382
+128
+50% +$17.1K 0.01% 163
2024
Q2 		$36.3K Buy
254
+214
+535% +$28.4K 0.01% 182
2024
Q1 		$5.14K Buy
+40
New +$4.76K ﹤0.01% 308

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

Pacific Capital Wealth Advisors's NVO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 354 shares — an estimated $30.5K sold.

Pacific Capital Wealth Advisors first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $45.5K in Q3 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 354 Novo Nordisk shares in Q1 2025, an estimated $30.5K.
  • Pacific Capital Wealth Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Novo Nordisk position peaked at $45.5K in Q3 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.