Tower View Wealth Management’s Novo Nordisk NVO Stock Holding History

Tower View 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	-25,035	Closed	-$2.15M	–	202
2024 Q4	$2.15M	Buy	25,035 +1,379	+6%	+$149K	1.14%	37
2024 Q3	$2.82M	Buy	23,656 +196	+0.8%	+$26.1K	1.54%	30
2024 Q2	$3.35M	Buy	23,460 +3,145	+15%	+$417K	1.92%	23
2024 Q1	$2.61M	Buy	20,315 +190	+0.9%	+$22.6K	1.53%	29
2023 Q4	$2.08M	Buy	20,125 +115	+0.6%	+$11.4K	1.29%	35
2023 Q3	$1.82M	Buy	20,010 +630	+3%	+$55.5K	1.28%	33
2023 Q2	$1.57M	Buy	19,380 +1,564	+9%	+$128K	1.06%	38
2023 Q1	$1.42M	Buy	+17,816	New	+$1.26M	0.95%	41

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

Tower View Wealth Management's NVO Position: Q1 2025 in Review

Tower View Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 25,035 shares — an estimated $2.15M sold.

Tower View Wealth Management first reported a position in NVO in Q1 2023 and held it in 8 quarters. The position peaked at $3.35M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Tower View Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Tower View Wealth Management sold 25,035 Novo Nordisk shares in Q1 2025, an estimated $2.15M.
Tower View Wealth Management first reported a position in Novo Nordisk in Q1 2023 and held it in 8 quarters.
Tower View Wealth Management's Novo Nordisk position peaked at $3.35M in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Tower View Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.