BFS
NVO

Bard Financial Services’s Novo Nordisk NVO Stock Holding History

Bard Financial Services’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
Q3 		$3.34M Sell
60,275
-9,695
-14% -$567K 0.37% 70
2025
Q2 		$4.83M Sell
69,970
-11,795
-14% -$802K 0.58% 52
2025
Q1 		$5.68M Sell
81,765
-3,625
-4% -$299K 0.69% 44
2024
Q4 		$7.35M Sell
85,390
-3,500
-4% -$378K 0.88% 28
2024
Q3 		$10.6M Sell
88,890
-8,275
-9% -$1.1M 1.25% 18
2024
Q2 		$13.9M Buy
97,165
+2,260
+2% +$299K 1.43% 13
2024
Q1 		$12.2M Sell
94,905
-2,475
-3% -$295K 1.29% 19
2023
Q4 		$10.1M Buy
97,380
+2,670
+3% +$264K 1.13% 21
2023
Q3 		$8.61M Sell
94,710
-3,600
-4% -$317K 1.06% 23
2023
Q2 		$7.95M Sell
98,310
-3,300
-3% -$270K 0.6% 45
2023
Q1 		$8.09M Sell
101,610
-3,000
-3% -$213K 0.65% 40
2022
Q4 		$7.08M Sell
104,610
-1,750
-2% -$103K 0.6% 45
2022
Q3 		$5.3M Buy
106,360
+500
+0.5% +$26.8K 0.5% 52
2022
Q2 		$5.9M Sell
105,860
-250
-0.2% -$13.9K 0.54% 50
2022
Q1 		$5.89M Sell
106,110
-1,000
-0.9% -$51.3K 0.48% 54
2021
Q4 		$6M Sell
107,110
-400
-0.4% -$21.7K 0.48% 56
2021
Q3 		$5.16M Sell
107,510
-200
-0.2% -$9.67K 0.46% 59
2021
Q2 		$4.51M Sell
107,710
-1,250
-1% -$48.5K 0.4% 64
2021
Q1 		$3.67M Sell
108,960
-11,000
-9% -$392K 0.36% 77
2020
Q4 		$4.19M Buy
+119,960
New +$4.15M 0.42% 63

Other funds holding NVO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return