WGCA
NVO

Wolf Group Capital Advisors’s Novo Nordisk NVO Stock Holding History

Wolf Group Capital 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 		$290K Buy
+4,172
New +$345K 0.1% 129
2024
Q3 		– Sell
-2,165
Closed -$309K – 126
2024
Q2 		$309K Buy
+2,165
New +$287K 0.12% 106
2022
Q1 		– Sell
-4,026
Closed -$225K – 135
2021
Q4 		$225K Buy
+4,026
New +$218K 0.04% 136

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
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

Wolf Group Capital Advisors's NVO Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Novo Nordisk (NVO) in Q1 2025: 4,172 shares worth $290K. The stake represents 0.1% of the portfolio and ranks #129 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in NVO as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in NVO in Q4 2021 and has held it in 3 quarters since. The position peaked at $309K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Wolf Group Capital Advisors held 4,172 shares of Novo Nordisk worth $290K as of Q1 2025.
  • Novo Nordisk was a new Wolf Group Capital Advisors position in Q1 2025.
  • Novo Nordisk made up 0.1% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #129 holding.
  • Wolf Group Capital Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 3 quarters since.
  • Wolf Group Capital Advisors's Novo Nordisk position peaked at $309K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.