WFA
NVO

Wellspring Financial Advisors’s Novo Nordisk NVO Stock Holding History

Wellspring Financial 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
2024
Q4 		– Sell
-1,682
Closed -$200K – 168
2024
Q3 		$200K Sell
1,682
-29
-2% -$3.87K 0.02% 151
2024
Q2 		$244K Buy
1,711
+118
+7% +$15.6K 0.03% 123
2024
Q1 		$205K Buy
+1,593
New +$190K 0.03% 129

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 $1.6B AUM 20.7% 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

Wellspring Financial Advisors's NVO Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,682 shares — an estimated $200K sold.

Wellspring Financial Advisors first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $244K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,682 Novo Nordisk shares in Q4 2024, an estimated $200K.
  • Wellspring Financial Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Wellspring Financial Advisors's Novo Nordisk position peaked at $244K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.