WG
NVO

Wealth Group’s Novo Nordisk NVO Stock Holding History

Wealth Group’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 		– Sell
-3,073
Closed -$213K – 133
2025
Q1 		$213K Sell
3,073
-747
-20% -$61.7K 0.14% 148
2024
Q4 		$329K Buy
3,820
+774
+25% +$83.7K 0.21% 104
2024
Q3 		$363K Sell
3,046
-871
-22% -$116K 0.24% 99
2024
Q2 		$559K Buy
3,917
+401
+11% +$53.1K 0.4% 55
2024
Q1 		$451K Buy
+3,516
New +$419K 0.34% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealth Group's NVO Position: Q2 2025 in Review

Wealth Group sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,073 shares — an estimated $213K sold.

Wealth Group first reported a position in NVO in Q1 2024 and held it in 5 quarters. The position peaked at $559K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Wealth Group reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 3,073 Novo Nordisk shares in Q2 2025, an estimated $213K.
  • Wealth Group first reported a position in Novo Nordisk in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Novo Nordisk position peaked at $559K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.