WA
NVO

Wealthstream Advisors’s Novo Nordisk NVO Stock Holding History

Wealthstream 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
-3,271
Closed -$281K – 175
2024
Q4 		$281K Buy
3,271
+86
+3% +$9.3K 0.05% 120
2024
Q3 		$379K Buy
3,185
+120
+4% +$16K 0.07% 87
2024
Q2 		$437K Buy
3,065
+38
+1% +$5.04K 0.16% 76
2024
Q1 		$389K Buy
3,027
+230
+8% +$27.4K 0.15% 81
2023
Q4 		$289K Sell
2,797
-63
-2% -$6.23K 0.12% 106
2023
Q3 		$260K Buy
+2,860
New +$252K 0.13% 86

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Wealthstream Advisors's NVO Position: Q1 2025 in Review

Wealthstream Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,271 shares — an estimated $281K sold.

Wealthstream Advisors first reported a position in NVO in Q3 2023 and held it in 6 quarters. The position peaked at $437K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Wealthstream Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 3,271 Novo Nordisk shares in Q1 2025, an estimated $281K.
  • Wealthstream Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 6 quarters.
  • Wealthstream Advisors's Novo Nordisk position peaked at $437K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Wealthstream Advisors's 13F filing for Q1 2025, filed 7 May 2025.