PPWM
NVO

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

Paragon 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
Q2 		– Sell
-2,965
Closed -$206K – 195
2025
Q1 		$206K Sell
2,965
-690
-19% -$57K 0.1% 178
2024
Q4 		$314K Sell
3,655
-552
-13% -$59.7K 0.15% 132
2024
Q3 		$501K Buy
4,207
+37
+0.9% +$4.93K 0.25% 103
2024
Q2 		$595K Buy
4,170
+1,096
+36% +$145K 0.34% 83
2024
Q1 		$395K Buy
3,074
+492
+19% +$58.6K 0.23% 104
2023
Q4 		$267K Buy
2,582
+126
+5% +$12.5K 0.19% 114
2023
Q3 		$223K Buy
+2,456
New +$216K 0.18% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Paragon Private Wealth Management's NVO Position: Q2 2025 in Review

Paragon Private Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 2,965 shares — an estimated $206K sold.

Paragon Private Wealth Management first reported a position in NVO in Q3 2023 and held it in 7 quarters. The position peaked at $595K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Paragon Private Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 2,965 Novo Nordisk shares in Q2 2025, an estimated $206K.
  • Paragon Private Wealth Management first reported a position in Novo Nordisk in Q3 2023 and held it in 7 quarters.
  • Paragon Private Wealth Management's Novo Nordisk position peaked at $595K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Paragon Private Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.