Wambolt & Associates’s Novo Nordisk NVO Stock Holding History

Wambolt & Associates’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 Q2	$2.27M	Sell	32,532 -2,163	-6%	-$147K	0.76%	41
2025 Q1	$2.36M	Buy	34,695 +2,280	+7%	+$188K	0.8%	42
2024 Q4	$2.79M	Sell	32,415 -3,301	-9%	-$357K	0.89%	32
2024 Q3	$4.21M	Buy	35,716 +2,957	+9%	+$394K	1.15%	25
2024 Q2	$4.76M	Buy	32,759 +2,489	+8%	+$330K	1.38%	15
2024 Q1	$3.86M	Buy	30,270 +4,554	+18%	+$542K	1.15%	21
2023 Q4	$2.66M	Buy	25,716 +6,005	+30%	+$594K	0.87%	29
2023 Q3	$1.81M	Buy	19,711 +4,079	+26%	+$359K	0.66%	41
2023 Q2	$1.26M	Buy	15,632 +1,356	+9%	+$111K	0.45%	83
2023 Q1	$1.14M	Buy	+14,276	New	+$1.01M	0.4%	92
2019 Q1	–	Sell	-12,954	Closed	-$298K	–	156
2018 Q4	$298K	Buy	+12,954	New	+$288K	0.33%	104

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wambolt & Associates's NVO Position: Q2 2025 in Review

Wambolt & Associates reduced its Novo Nordisk (NVO) stake by 6.2% in Q2 2025, selling an estimated $147K and leaving 32,532 shares worth $2.27M. The position accounts for 0.76% of the portfolio, ranked #41.

Wambolt & Associates first reported a position in NVO in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.76M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Wambolt & Associates held 32,532 shares of Novo Nordisk worth $2.27M as of Q2 2025.
Wambolt & Associates sold 2,163 Novo Nordisk shares in Q2 2025, an estimated $147K.
Novo Nordisk made up 0.76% of Wambolt & Associates's portfolio in Q2 2025, its #41 holding.
Wambolt & Associates first reported a position in Novo Nordisk in Q4 2018 and has held it in 11 quarters since.
Wambolt & Associates's Novo Nordisk position peaked at $4.76M in Q2 2024.
1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.