PWAM
NVO

Papamarkou Wellner Asset Management’s Novo Nordisk NVO Stock Holding History

Papamarkou Wellner Asset 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
-6,188
Closed -$532K – 88
2024
Q4 		$532K Buy
+6,188
New +$669K 0.37% 51

Other funds holding NVO

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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

Papamarkou Wellner Asset Management's NVO Position: Q1 2025 in Review

Papamarkou Wellner Asset Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 6,188 shares — an estimated $532K sold.

Papamarkou Wellner Asset Management first reported a position in NVO in Q4 2024 and held it in 1 quarter. The position peaked at $532K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Papamarkou Wellner Asset Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Papamarkou Wellner Asset Management sold 6,188 Novo Nordisk shares in Q1 2025, an estimated $532K.
  • Papamarkou Wellner Asset Management first reported a position in Novo Nordisk in Q4 2024 and held it in 1 quarter.
  • Papamarkou Wellner Asset Management's Novo Nordisk position peaked at $532K in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2025, filed 14 May 2025.