SP
NVO

Stonebrook Private’s Novo Nordisk NVO Stock Holding History

Stonebrook Private’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
-2,215
Closed -$264K – 189
2024
Q3 		$264K Buy
2,215
+39
+2% +$5.2K 0.07% 152
2024
Q2 		$311K Buy
2,176
+38
+2% +$5.04K 0.09% 144
2024
Q1 		$275K Sell
2,138
-131
-6% -$15.6K 0.08% 164
2023
Q4 		$235K Buy
+2,269
New +$224K 0.08% 180

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 $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stonebrook Private's NVO Position: Q4 2024 in Review

Stonebrook Private sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,215 shares — an estimated $264K sold.

Stonebrook Private first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $311K in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Stonebrook Private reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Stonebrook Private sold 2,215 Novo Nordisk shares in Q4 2024, an estimated $264K.
  • Stonebrook Private first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Stonebrook Private's Novo Nordisk position peaked at $311K in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Stonebrook Private's 13F filing for Q4 2024, filed 14 Feb 2025.