W
NVO

Wealthquest’s Novo Nordisk NVO Stock Holding History

Wealthquest’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 		– Sell
-1,987
Closed -$234K – 132
2024
Q3 		$234K Buy
1,987
+21
+1% +$2.8K 0.02% 115
2024
Q2 		$281K Hold
1,966
– – 0.03% 100
2024
Q1 		$252K Sell
1,966
-158
-7% -$18.8K 0.03% 115
2023
Q4 		$220K Sell
2,124
-82
-4% -$8.11K 0.02% 125
2023
Q3 		$201K Buy
+2,206
New +$194K 0.02% 127

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 $1.88B AUM 29.07% 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

Wealthquest's NVO Position: Q4 2024 in Review

Wealthquest sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,987 shares — an estimated $234K sold.

Wealthquest first reported a position in NVO in Q3 2023 and held it in 5 quarters. The position peaked at $281K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Wealthquest reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Wealthquest sold 1,987 Novo Nordisk shares in Q4 2024, an estimated $234K.
  • Wealthquest first reported a position in Novo Nordisk in Q3 2023 and held it in 5 quarters.
  • Wealthquest's Novo Nordisk position peaked at $281K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Wealthquest's 13F filing for Q4 2024, filed 16 Jan 2025.