PCS
NVO

Private Client Services’s Novo Nordisk NVO Stock Holding History

Private Client Services’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
-2,692
Closed -$232K – 204
2024
Q4 		$232K Hold
2,692
– – 0.12% 162
2024
Q3 		$321K Sell
2,692
-1,085
-29% -$145K 0.17% 110
2024
Q2 		$539K Buy
3,777
+42
+1% +$5.57K 0.34% 65
2024
Q1 		$480K Buy
3,735
+48
+1% +$5.71K 0.32% 69
2023
Q4 		$381K Buy
+3,687
New +$365K 0.31% 89

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Private Client Services's NVO Position: Q1 2025 in Review

Private Client Services sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,692 shares — an estimated $232K sold.

Private Client Services first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $539K in Q2 2024. 1,531 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Private Client Services reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 2,692 Novo Nordisk shares in Q1 2025, an estimated $232K.
  • Private Client Services first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • Private Client Services's Novo Nordisk position peaked at $539K in Q2 2024.
  • 1,531 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.