REDW Wealth’s Novo Nordisk NVO Stock Holding History

REDW Wealth’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	-5,130	Closed	-$611K	–	151
2024 Q3	$611K	Hold	5,130	–	–	0.16%	77
2024 Q2	$732K	Hold	5,130	–	–	0.19%	67
2024 Q1	$659K	Hold	5,130	–	–	0.18%	71
2023 Q4	$531K	Hold	5,130	–	–	0.15%	76
2023 Q3	$467K	Hold	5,130	–	–	0.14%	84
2023 Q2	$415K	Hold	5,130	–	–	0.12%	93
2023 Q1	$408K	Hold	5,130	–	–	0.13%	90
2022 Q4	$347K	Hold	5,130	–	–	0.12%	95
2022 Q3	$256K	Hold	5,130	–	–	0.1%	98
2022 Q2	$286K	Hold	5,130	–	–	0.1%	93
2022 Q1	$285K	Hold	5,130	–	–	0.08%	97
2021 Q4	$287K	Hold	5,130	–	–	0.08%	93
2021 Q3	$246K	Hold	5,130	–	–	0.08%	98
2021 Q2	$215K	Buy	+5,130	New	+$199K	0.07%	112

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

REDW Wealth's NVO Position: Q4 2024 in Review

REDW Wealth sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 5,130 shares — an estimated $611K sold.

REDW Wealth first reported a position in NVO in Q2 2021 and held it in 14 quarters. The position peaked at $732K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

REDW Wealth reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 5,130 Novo Nordisk shares in Q4 2024, an estimated $611K.
REDW Wealth first reported a position in Novo Nordisk in Q2 2021 and held it in 14 quarters.
REDW Wealth's Novo Nordisk position peaked at $732K in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.