TW
NVO

TrinityPoint Wealth’s Novo Nordisk NVO Stock Holding History

TrinityPoint 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
2024
Q4 		$1.54M Buy
17,918
+1,565
+10% +$169K 0.22% 107
2024
Q3 		$1.95M Sell
16,353
-1,778
-10% -$237K 0.28% 89
2024
Q2 		$2.59M Sell
18,131
-649
-3% -$86K 0.4% 63
2024
Q1 		$2.41M Sell
18,780
-18
-0.1% -$2.14K 0.4% 64
2023
Q4 		$1.94M Sell
18,798
-1,458
-7% -$144K 0.35% 76
2023
Q3 		$1.84M Sell
20,256
-2,458
-11% -$217K 0.37% 77
2023
Q2 		$1.84M Sell
22,714
-1,882
-8% -$154K 0.36% 75
2023
Q1 		$1.96M Sell
24,596
-2,168
-8% -$154K 0.42% 65
2022
Q4 		$1.81M Sell
26,764
-1,194
-4% -$70K 0.41% 68
2022
Q3 		$1.39M Buy
27,958
+1,602
+6% +$85.8K 0.32% 83
2022
Q2 		$1.47M Sell
26,356
-1,312
-5% -$72.8K 0.32% 74
2022
Q1 		$1.54M Sell
27,668
-370
-1% -$19K 0.28% 81
2021
Q4 		$1.57M Sell
28,038
-346
-1% -$18.7K 0.28% 84
2021
Q3 		$1.36M Sell
28,384
-3,162
-10% -$153K 0.26% 85
2021
Q2 		$1.32M Buy
31,546
+700
+2% +$27.1K 0.27% 86
2021
Q1 		$1.04M Sell
30,846
-1,160
-4% -$41.3K 0.24% 96
2020
Q4 		$1.17M Buy
32,006
+960
+3% +$33.2K 0.28% 85
2020
Q3 		$1.08M Sell
31,046
-480
-2% -$16K 0.3% 85
2020
Q2 		$1.03M Sell
31,526
-2,404
-7% -$76.7K 0.33% 83
2020
Q1 		$1.02M Buy
33,930
+1,430
+4% +$42.6K 0.4% 67
2019
Q4 		$941K Sell
32,500
-4,804
-13% -$133K 0.32% 79
2019
Q3 		$1.06M Buy
+37,304
New +$943K 0.37% 73

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

TrinityPoint Wealth's NVO Position: Q4 2024 in Review

TrinityPoint Wealth increased its Novo Nordisk (NVO) stake by 9.6% in Q4 2024, buying an estimated $169K and bringing the position to 17,918 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #107.

TrinityPoint Wealth first reported a position in NVO in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.59M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • TrinityPoint Wealth held 17,918 shares of Novo Nordisk worth $1.54M as of Q4 2024.
  • TrinityPoint Wealth bought 1,565 Novo Nordisk shares in Q4 2024, an estimated $169K.
  • Novo Nordisk made up 0.22% of TrinityPoint Wealth's portfolio in Q4 2024, its #107 holding.
  • TrinityPoint Wealth first reported a position in Novo Nordisk in Q3 2019 and has held it in 22 quarters since.
  • TrinityPoint Wealth's Novo Nordisk position peaked at $2.59M in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

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