Parisi Gray Wealth Management’s Novo Nordisk NVO Stock Holding History

Parisi Gray 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
2024 Q4	–	Sell	-3,990	Closed	-$475K	–	111
2024 Q3	$475K	Buy	3,990 +653	+20%	+$87.1K	0.16%	79
2024 Q2	$476K	Buy	3,337 +586	+21%	+$77.7K	0.17%	74
2024 Q1	$353K	Buy	+2,751	New	+$327K	0.13%	86
2019 Q2	–	Sell	-432	Closed	-$11K	–	329
2019 Q1	$11K	Hold	432	–	–	0.01%	375
2018 Q4	$10K	Hold	432	–	–	0.01%	389
2018 Q3	$10K	Hold	432	–	–	0.01%	407
2018 Q2	$10K	Hold	432	–	–	0.01%	417
2018 Q1	$11K	Hold	432	–	–	0.01%	424
2017 Q4	$12K	Buy	+432	New	+$11K	0.01%	421

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Parisi Gray Wealth Management's NVO Position: Q4 2024 in Review

Parisi Gray Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 3,990 shares — an estimated $475K sold.

Parisi Gray Wealth Management first reported a position in NVO in Q4 2017 and held it in 9 quarters. The position peaked at $476K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Parisi Gray Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
Parisi Gray Wealth Management sold 3,990 Novo Nordisk shares in Q4 2024, an estimated $475K.
Parisi Gray Wealth Management first reported a position in Novo Nordisk in Q4 2017 and held it in 9 quarters.
Parisi Gray Wealth Management's Novo Nordisk position peaked at $476K in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.