WWM
NVO

Whalen Wealth Management’s Novo Nordisk NVO Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-8,862
Closed -$1.26M – 133
2024
Q2 		$1.26M Sell
8,862
-2,054
-19% -$272K 1% 21
2024
Q1 		$1.4M Buy
10,916
+1,044
+11% +$124K 1.04% 17
2023
Q4 		$1.02M Buy
+9,872
New +$976K 0.92% 25

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Whalen Wealth Management's NVO Position: Q3 2024 in Review

Whalen Wealth Management sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 8,862 shares — an estimated $1.26M sold.

Whalen Wealth Management first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $1.4M in Q1 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Whalen Wealth Management reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 8,862 Novo Nordisk shares in Q3 2024, an estimated $1.26M.
  • Whalen Wealth Management first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Whalen Wealth Management's Novo Nordisk position peaked at $1.4M in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.