TLA
NVO

Tanglewood Legacy Advisors’s Novo Nordisk NVO Stock Holding History

Tanglewood Legacy Advisors’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
-790
Closed -$94.1K – 303
2024
Q3 		$94.1K Hold
790
– – 0.04% 126
2024
Q2 		$113K Hold
790
– – 0.05% 112
2024
Q1 		$101K Hold
790
– – 0.05% 120
2023
Q4 		$81.7K Hold
790
– – 0.04% 126
2023
Q3 		$71.8K Hold
790
– – 0.04% 134
2023
Q2 		$63.9K Hold
790
– – 0.04% 140
2023
Q1 		$62.9K Hold
790
– – 0.04% 136
2022
Q4 		$53.5K Buy
+790
New +$46.3K 0.04% 126

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Tanglewood Legacy Advisors's NVO Position: Q4 2024 in Review

Tanglewood Legacy Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 790 shares — an estimated $94.1K sold.

Tanglewood Legacy Advisors first reported a position in NVO in Q4 2022 and held it in 8 quarters. The position peaked at $113K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Tanglewood Legacy Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 790 Novo Nordisk shares in Q4 2024, an estimated $94.1K.
  • Tanglewood Legacy Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 8 quarters.
  • Tanglewood Legacy Advisors's Novo Nordisk position peaked at $113K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.