WMS Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,187
| Closed | -$274K | – | 188 |
|
|
2024
Q4 | $274K | Sell |
3,187
-227
| -7% | -$24.5K | 0.02% | 251 |
|
|
2024
Q3 | $407K | Buy |
3,414
+543
| +19% | +$72.4K | 0.02% | 199 |
|
|
2024
Q2 | $410K | Sell |
2,871
-495
| -15% | -$65.6K | 0.03% | 174 |
|
|
2024
Q1 | $432K | Buy |
3,366
+244
| +8% | +$29K | 0.03% | 179 |
|
|
2023
Q4 | $323K | Sell |
3,122
-1,358
| -30% | -$134K | 0.02% | 203 |
|
|
2023
Q3 | $407K | Buy |
4,480
+26
| +0.6% | +$2.29K | 0.03% | 170 |
|
|
2023
Q2 | $360K | Hold |
4,454
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $354K | Buy |
4,454
+2
| +0% | +$142 | 0.03% | 191 |
|
|
2022
Q4 | $301K | Sell |
4,452
-2,890
| -39% | -$169K | 0.03% | 206 |
|
|
2022
Q3 | $366K | Sell |
7,342
-8,236
| -53% | -$441K | 0.05% | 169 |
|
|
2022
Q2 | $868K | Buy |
15,578
+10,200
| +190% | +$566K | 0.14% | 90 |
|
|
2022
Q1 | $299K | Buy |
+5,378
| New | +$276K | 0.04% | 184 |
|
|
2018
Q4 | – | Sell |
-9,560
| Closed | -$225K | – | 209 |
|
|
2018
Q3 | $225K | Hold |
9,560
| – | – | 0.03% | 200 |
|
|
2018
Q2 | $220K | Hold |
9,560
| – | – | 0.03% | 200 |
|
|
2018
Q1 | $235K | Sell |
9,560
-16,040
| -63% | -$421K | 0.03% | 195 |
|
|
2017
Q4 | $687K | Hold |
25,600
| – | – | 0.08% | 103 |
|
|
2017
Q3 | $616K | Sell |
25,600
-40
| -0.2% | -$904 | 0.07% | 109 |
|
|
2017
Q2 | $550K | Sell |
25,640
-50
| -0.2% | -$1.01K | 0.07% | 115 |
|
|
2017
Q1 | $440K | Sell |
25,690
-1,240
| -5% | -$21.6K | 0.06% | 129 |
|
|
2016
Q4 | $483K | Sell |
26,930
-80
| -0.3% | -$1.45K | 0.06% | 111 |
|
|
2016
Q3 | $562K | Buy |
27,010
+50
| +0.2% | +$1.24K | 0.08% | 106 |
|
|
2016
Q2 | $725K | Hold |
26,960
| – | – | 0.1% | 82 |
|
|
2016
Q1 | $730K | Buy |
26,960
+900
| +3% | +$24.1K | 0.1% | 91 |
|
|
2015
Q4 | $757K | Hold |
26,060
| – | – | 0.11% | 92 |
|
|
2015
Q3 | $707K | Sell |
26,060
-1,226
| -4% | -$34.7K | 0.11% | 93 |
|
|
2015
Q2 | $747K | Sell |
27,286
-160
| -0.6% | -$4.5K | 0.09% | 135 |
|
|
2015
Q1 | $733K | Buy |
27,446
+1,186
| +5% | +$27.3K | 0.09% | 130 |
|
|
2014
Q4 | $556K | Buy |
26,260
+200
| +0.8% | +$4.47K | 0.09% | 108 |
|
|
2014
Q3 | $620K | Hold |
26,060
| – | – | 0.1% | 124 |
|
|
2014
Q2 | $601K | Sell |
26,060
-102
| -0.4% | -$2.25K | 0.09% | 122 |
|
|
2014
Q1 | $597K | Buy |
26,162
+102
| +0.4% | +$2.17K | 0.1% | 118 |
|
|
2013
Q4 | $482K | Buy |
26,060
+7,250
| +39% | +$126K | 0.08% | 125 |
|
|
2013
Q3 | $318K | Buy |
18,810
+50
| +0.3% | +$841 | 0.06% | 148 |
|
|
2013
Q2 | $291K | Buy |
+18,760
| New | +$312K | 0.05% | 171 |
|
Other funds holding NVO
F
TIM
WMS Partners's NVO Position: Q1 2025 in Review
WMS Partners sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,187 shares — an estimated $274K sold.
WMS Partners first reported a position in NVO in Q2 2013 and held it in 34 quarters. The position peaked at $868K in Q2 2022. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.
- WMS Partners reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 3,187 Novo Nordisk shares in Q1 2025, an estimated $274K.
- WMS Partners first reported a position in Novo Nordisk in Q2 2013 and held it in 34 quarters.
- WMS Partners's Novo Nordisk position peaked at $868K in Q2 2022.
- 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.