WWA
NVO

WCG Wealth Advisors’s Novo Nordisk NVO Stock Holding History

WCG Wealth 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
2025
Q1 		– Sell
-10,007
Closed -$861K – 315
2024
Q4 		$861K Sell
10,007
-128
-1% -$13.8K 0.06% 218
2024
Q3 		$1.21M Sell
10,135
-695
-6% -$92.7K 0.08% 206
2024
Q2 		$1.55M Sell
10,830
-98
-0.9% -$13K 0.11% 157
2024
Q1 		$1.4M Buy
10,928
+834
+8% +$99.3K 0.12% 155
2023
Q4 		$1.04M Sell
10,094
-5,890
-37% -$582K 0.08% 200
2023
Q3 		$1.5M Buy
+15,984
New +$1.41M 0.11% 158

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

WCG Wealth Advisors's NVO Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 10,007 shares — an estimated $861K sold.

WCG Wealth Advisors first reported a position in NVO in Q3 2023 and held it in 6 quarters. The position peaked at $1.55M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • WCG Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,007 Novo Nordisk shares in Q1 2025, an estimated $861K.
  • WCG Wealth Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 6 quarters.
  • WCG Wealth Advisors's Novo Nordisk position peaked at $1.55M in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.