PFM
NVO

Peak Financial Management’s Novo Nordisk NVO Stock Holding History

Peak Financial 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
-2,374
Closed -$283K – 103
2024
Q3 		$283K Buy
+2,374
New +$317K 0.08% 77
2024
Q2 		– Sell
-2,192
Closed -$281K – 101
2024
Q1 		$281K Buy
+2,192
New +$261K 0.09% 75

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Peak Financial Management's NVO Position: Q4 2024 in Review

Peak Financial Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,374 shares — an estimated $283K sold.

Peak Financial Management first reported a position in NVO in Q1 2024 and held it in 2 quarters. The position peaked at $283K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Peak Financial Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Management sold 2,374 Novo Nordisk shares in Q4 2024, an estimated $283K.
  • Peak Financial Management first reported a position in Novo Nordisk in Q1 2024 and held it in 2 quarters.
  • Peak Financial Management's Novo Nordisk position peaked at $283K in Q3 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Peak Financial Management's 13F filing for Q4 2024, filed 22 Jan 2025.