SWC
NVO

Spectrum Wealth Counsel’s Novo Nordisk NVO Stock Holding History

Spectrum Wealth Counsel’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
-208
Closed -$17.9K – 387
2024
Q4 		$17.9K Hold
208
– – ﹤0.01% 207
2024
Q3 		$24.8K Sell
208
-2,335
-92% -$311K ﹤0.01% 204
2024
Q2 		$363K Sell
2,543
-63
-2% -$8.35K 0.05% 100
2024
Q1 		$335K Buy
2,606
+611
+31% +$72.7K 0.04% 117
2023
Q4 		$206K Buy
+1,995
New +$197K 0.03% 128

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

Spectrum Wealth Counsel's NVO Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 208 shares — an estimated $17.9K sold.

Spectrum Wealth Counsel first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $363K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 208 Novo Nordisk shares in Q1 2025, an estimated $17.9K.
  • Spectrum Wealth Counsel first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • Spectrum Wealth Counsel's Novo Nordisk position peaked at $363K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.