Wela Strategies’s Novo Nordisk NVO Stock Holding History

Wela Strategies’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	-2,357	Closed	-$590K	–	68
2024 Q4	$590K	Buy	+2,357	New	+$255K	0.25%	29

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Wela Strategies's NVO Position: Q1 2025 in Review

Wela Strategies sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,357 shares — an estimated $590K sold.

Wela Strategies first reported a position in NVO in Q4 2024 and held it in 1 quarter. The position peaked at $590K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Wela Strategies reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Wela Strategies sold 2,357 Novo Nordisk shares in Q1 2025, an estimated $590K.
Wela Strategies first reported a position in Novo Nordisk in Q4 2024 and held it in 1 quarter.
Wela Strategies's Novo Nordisk position peaked at $590K in Q4 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.