TW
NVO

Transform Wealth’s Novo Nordisk NVO Stock Holding History

Transform Wealth’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 		$259K Sell
3,685
-91,632
-96% -$7.57M 0.02% 218
2024
Q4 		$8.2M Buy
95,317
+6,014
+7% +$650K 0.46% 58
2024
Q3 		$10.6M Buy
89,303
+2,350
+3% +$313K 0.7% 36
2024
Q2 		$12.4M Buy
86,953
+2,127
+3% +$282K 0.93% 28
2024
Q1 		$11M Sell
84,826
-354
-0.4% -$42.1K 1.04% 29
2023
Q4 		$8.81M Buy
85,180
+3,562
+4% +$352K 0.86% 34
2023
Q3 		$7.42M Buy
81,618
+8,520
+12% +$751K 0.78% 39
2023
Q2 		$5.91M Buy
73,098
+70,516
+2,731% +$5.76M 0.53% 66
2023
Q1 		$207K Buy
+2,582
New +$183K 0.02% 242
2018
Q4 		– Sell
-36,400
Closed -$858K – 195
2018
Q3 		$858K Sell
36,400
-19,600
-35% -$478K 0.15% 131
2018
Q2 		$1.29M Sell
56,000
-78,000
-58% -$1.85M 0.23% 117
2018
Q1 		$3.3M Sell
134,000
-3,200
-2% -$84K 0.63% 57
2017
Q4 		$3.68M Buy
+137,200
New +$3.49M 0.68% 46
2017
Q1 		– Sell
-64,238
Closed -$1.15M – 222
2016
Q4 		$1.15M Buy
64,238
+5,642
+10% +$102K 0.46% 68
2016
Q3 		$1.22M Buy
58,596
+2,418
+4% +$60K 0.52% 62
2016
Q2 		$1.51M Buy
+56,178
New +$1.54M 0.64% 44

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

Transform Wealth's NVO Position: Q1 2025 in Review

Transform Wealth reduced its Novo Nordisk (NVO) stake by 96% in Q1 2025, selling an estimated $7.57M and leaving 3,685 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #218.

Transform Wealth first reported a position in NVO in Q2 2016 and has held it in 16 quarters since. The position peaked at $12.4M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Transform Wealth held 3,685 shares of Novo Nordisk worth $259K as of Q1 2025.
  • Transform Wealth sold 91,632 Novo Nordisk shares in Q1 2025, an estimated $7.57M.
  • Novo Nordisk made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #218 holding.
  • Transform Wealth first reported a position in Novo Nordisk in Q2 2016 and has held it in 16 quarters since.
  • Transform Wealth's Novo Nordisk position peaked at $12.4M in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.