PWM
NVO

Partnership Wealth Management’s Novo Nordisk NVO Stock Holding History

Partnership 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
-50
Closed -$5.95K – 144
2024
Q3 		$5.95K Sell
50
-9,843
-99% -$1.31M ﹤0.01% 171
2024
Q2 		$1.41M Buy
+9,893
New +$1.31M 1.04% 25

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Partnership Wealth Management's NVO Position: Q4 2024 in Review

Partnership Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 50 shares — an estimated $5.95K sold.

Partnership Wealth Management first reported a position in NVO in Q2 2024 and held it in 2 quarters. The position peaked at $1.41M in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Partnership Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 50 Novo Nordisk shares in Q4 2024, an estimated $5.95K.
  • Partnership Wealth Management first reported a position in Novo Nordisk in Q2 2024 and held it in 2 quarters.
  • Partnership Wealth Management's Novo Nordisk position peaked at $1.41M in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.