RWB
NVO

RMR Wealth Builders’s Novo Nordisk NVO Stock Holding History

RMR Wealth Builders’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
-2,844
Closed -$245K – 269
2024
Q4 		$245K Sell
2,844
-430
-13% -$46.5K 0.03% 226
2024
Q3 		$390K Buy
3,274
+484
+17% +$64.5K 0.04% 184
2024
Q2 		$398K Buy
2,790
+439
+19% +$58.2K 0.05% 170
2024
Q1 		$302K Buy
+2,351
New +$280K 0.04% 211
2021
Q2 		– Sell
-170
Closed -$6K – 510
2021
Q1 		$6K Buy
+170
New +$6.05K ﹤0.01% 656

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

RMR Wealth Builders's NVO Position: Q1 2025 in Review

RMR Wealth Builders sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,844 shares — an estimated $245K sold.

RMR Wealth Builders first reported a position in NVO in Q1 2021 and held it in 5 quarters. The position peaked at $398K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • RMR Wealth Builders reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,844 Novo Nordisk shares in Q1 2025, an estimated $245K.
  • RMR Wealth Builders first reported a position in Novo Nordisk in Q1 2021 and held it in 5 quarters.
  • RMR Wealth Builders's Novo Nordisk position peaked at $398K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.