ZIC
NVO

ZWJ Investment Counsel’s Novo Nordisk NVO Stock Holding History

ZWJ Investment Counsel’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
-2,384
Closed -$205K – 219
2024
Q4 		$205K Buy
2,384
+491
+26% +$53.1K 0.01% 207
2024
Q3 		$225K Hold
1,893
– – 0.01% 206
2024
Q2 		$270K Hold
1,893
– – 0.01% 194
2024
Q1 		$243K Buy
+1,893
New +$225K 0.01% 209
2021
Q1 		– Sell
-6,120
Closed -$214K – 172
2020
Q4 		$214K Buy
+6,120
New +$212K 0.01% 158
2020
Q2 		– Sell
-15,524
Closed -$467K – 181
2020
Q1 		$467K Sell
15,524
-1,248
-7% -$37.2K 0.04% 137
2019
Q4 		$485K Buy
+16,772
New +$464K 0.03% 150

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

ZWJ Investment Counsel's NVO Position: Q1 2025 in Review

ZWJ Investment Counsel sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,384 shares — an estimated $205K sold.

ZWJ Investment Counsel first reported a position in NVO in Q4 2019 and held it in 7 quarters. The position peaked at $485K in Q4 2019. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • ZWJ Investment Counsel reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 2,384 Novo Nordisk shares in Q1 2025, an estimated $205K.
  • ZWJ Investment Counsel first reported a position in Novo Nordisk in Q4 2019 and held it in 7 quarters.
  • ZWJ Investment Counsel's Novo Nordisk position peaked at $485K in Q4 2019.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on ZWJ Investment Counsel's 13F filing for Q1 2025, filed 28 Apr 2025.