RIA
NVO

Regal Investment Advisors’s Novo Nordisk NVO Stock Holding History

Regal Investment Advisors’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
-2,170
Closed -$258K – 500
2024
Q3 		$258K Buy
2,170
+209
+11% +$27.9K 0.02% 475
2024
Q2 		$280K Sell
1,961
-23
-1% -$3.05K 0.02% 478
2024
Q1 		$255K Buy
+1,984
New +$236K 0.02% 494
2019
Q2 		– Sell
-7,806
Closed -$204K – 357
2019
Q1 		$204K Buy
+7,806
New +$192K 0.04% 293
2016
Q1 		– Sell
-7,272
Closed -$211K – 277
2015
Q4 		$211K Buy
7,272
+496
+7% +$13.7K 0.05% 239
2015
Q3 		$183K Sell
6,776
-2,004
-23% -$56.7K 0.05% 247
2015
Q2 		$240K Sell
8,780
-680
-7% -$19.1K 0.06% 221
2015
Q1 		$253K Sell
9,460
-498
-5% -$11.5K 0.06% 223
2014
Q4 		$211K Buy
9,958
+1,706
+21% +$38.1K 0.06% 219
2014
Q3 		$196K Buy
8,252
+5,694
+223% +$131K 0.06% 221
2014
Q2 		$59K Sell
2,558
-62
-2% -$1.37K 0.02% 357
2014
Q1 		$60K Sell
2,620
-6,780
-72% -$144K 0.03% 323
2013
Q4 		$35K Buy
9,400
+7,730
+463% +$135K 0.02% 348
2013
Q3 		$28K Buy
+1,670
New +$28.1K 0.02% 409

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

Regal Investment Advisors's NVO Position: Q4 2024 in Review

Regal Investment Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,170 shares — an estimated $258K sold.

Regal Investment Advisors first reported a position in NVO in Q3 2013 and held it in 14 quarters. The position peaked at $280K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Regal Investment Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,170 Novo Nordisk shares in Q4 2024, an estimated $258K.
  • Regal Investment Advisors first reported a position in Novo Nordisk in Q3 2013 and held it in 14 quarters.
  • Regal Investment Advisors's Novo Nordisk position peaked at $280K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.