SWP
NVO

Semus Wealth Partners’s Novo Nordisk NVO Stock Holding History

Semus Wealth Partners’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
-3,526
Closed -$420K – 123
2024
Q3 		$420K Buy
+3,526
New +$470K 0.29% 66
2024
Q2 		– Sell
-1,726
Closed -$222K – 126
2024
Q1 		$222K Buy
+1,726
New +$205K 0.19% 116
2023
Q4 		– Sell
-2,696
Closed -$245K – 132
2023
Q3 		$245K Buy
+2,696
New +$237K 0.23% 96

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Semus Wealth Partners's NVO Position: Q4 2024 in Review

Semus Wealth Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 3,526 shares — an estimated $420K sold.

Semus Wealth Partners first reported a position in NVO in Q3 2023 and held it in 3 quarters. The position peaked at $420K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Semus Wealth Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 3,526 Novo Nordisk shares in Q4 2024, an estimated $420K.
  • Semus Wealth Partners first reported a position in Novo Nordisk in Q3 2023 and held it in 3 quarters.
  • Semus Wealth Partners's Novo Nordisk position peaked at $420K in Q3 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.