PMG
NVO

ProVise Management Group’s Novo Nordisk NVO Stock Holding History

ProVise Management Group’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
-3,647
Closed -$434K – 283
2024
Q3 		$434K Buy
3,647
+16
+0.4% +$2.13K 0.03% 210
2024
Q2 		$518K Buy
3,631
+9
+0.2% +$1.19K 0.04% 178
2024
Q1 		$465K Hold
3,622
– – 0.04% 193
2023
Q4 		$375K Buy
3,622
+26
+0.7% +$2.57K 0.03% 257
2023
Q3 		$327K Hold
3,596
– – 0.03% 265
2023
Q2 		$291K Hold
3,596
– – 0.03% 287
2023
Q1 		$286K Hold
3,596
– – 0.03% 289
2022
Q4 		$243K Buy
+3,596
New +$211K 0.02% 281
2022
Q3 		– Sell
-3,596
Closed -$200K – 332
2022
Q2 		$200K Hold
3,596
– – 0.02% 316
2022
Q1 		$200K Hold
3,596
– – 0.02% 360
2021
Q4 		$201K Buy
+3,596
New +$195K 0.02% 375
2015
Q3 		– Sell
-14,696
Closed -$402K – 290
2015
Q2 		$402K Sell
14,696
-25,440
-63% -$715K 0.09% 198
2015
Q1 		$1.07M Buy
40,136
+1,170
+3% +$26.9K 0.23% 122
2014
Q4 		$825K Buy
38,966
+930
+2% +$20.8K 0.18% 142
2014
Q3 		$909K Buy
38,036
+4,686
+14% +$108K 0.2% 142
2014
Q2 		$768K Hold
33,350
– – 0.17% 160
2014
Q1 		$760K Buy
33,350
+1,400
+4% +$29.8K 0.18% 144
2013
Q4 		$587K Buy
31,950
+1,000
+3% +$17.4K 0.15% 163
2013
Q3 		$525K Buy
30,950
+12,300
+66% +$207K 0.15% 170
2013
Q2 		$291K Buy
+18,650
New +$310K 0.09% 237

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 $1.6B AUM 20.7% 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

ProVise Management Group's NVO Position: Q4 2024 in Review

ProVise Management Group sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 3,647 shares — an estimated $434K sold.

ProVise Management Group first reported a position in NVO in Q2 2013 and held it in 20 quarters. The position peaked at $1.07M in Q1 2015. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • ProVise Management Group reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • ProVise Management Group sold 3,647 Novo Nordisk shares in Q4 2024, an estimated $434K.
  • ProVise Management Group first reported a position in Novo Nordisk in Q2 2013 and held it in 20 quarters.
  • ProVise Management Group's Novo Nordisk position peaked at $1.07M in Q1 2015.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.