Schrum Private Wealth Management’s Novo Nordisk NVO Stock Holding History

Schrum Private Wealth Management’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	-2,402	Closed	-$207K	–	130
2024 Q4	$207K	Sell	2,402 -2,402	-50%	-$260K	0.18%	123
2024 Q3	$572K	Buy	4,804 +2,402	+100%	+$320K	0.3%	80
2024 Q2	$343K	Hold	2,402	–	–	0.31%	78
2024 Q1	$308K	Hold	2,402	–	–	0.28%	86
2023 Q4	$248K	Hold	2,402	–	–	0.35%	76
2023 Q3	$218K	Buy	+2,402	New	+$212K	0.25%	103

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Schrum Private Wealth Management's NVO Position: Q1 2025 in Review

Schrum Private Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,402 shares — an estimated $207K sold.

Schrum Private Wealth Management first reported a position in NVO in Q3 2023 and held it in 6 quarters. The position peaked at $572K in Q3 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Schrum Private Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 2,402 Novo Nordisk shares in Q1 2025, an estimated $207K.
Schrum Private Wealth Management first reported a position in Novo Nordisk in Q3 2023 and held it in 6 quarters.
Schrum Private Wealth Management's Novo Nordisk position peaked at $572K in Q3 2024.
1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Schrum Private Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.