Cahill Financial Advisors’s Novo Nordisk NVO Stock Holding History

Cahill Financial 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	–	Sell	-3,859	Closed	-$332K	–	269
2024 Q4	$332K	Sell	3,859 -295	-7%	-$31.9K	0.05%	203
2024 Q3	$495K	Buy	4,154 +295	+8%	+$39.3K	0.07%	168
2024 Q2	$551K	Buy	3,859 +500	+15%	+$66.3K	0.08%	166
2024 Q1	$431K	Hold	3,359	–	–	0.06%	185
2023 Q4	$347K	Hold	3,359	–	–	0.05%	190
2023 Q3	$305K	Buy	3,359 +1	+0%	+$88	0.05%	193
2023 Q2	$272K	Hold	3,358	–	–	0.04%	206
2023 Q1	$267K	Buy	3,358 +18	+0.5%	+$1.28K	0.05%	205
2022 Q4	$226K	Buy	+3,340	New	+$196K	0.04%	211
2021 Q4	–	Sell	-3,308	Closed	-$159K	–	572
2021 Q3	$159K	Buy	+3,308	New	+$160K	0.03%	227

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Cahill Financial Advisors's NVO Position: Q1 2025 in Review

Cahill Financial Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,859 shares — an estimated $332K sold.

Cahill Financial Advisors first reported a position in NVO in Q3 2021 and held it in 10 quarters. The position peaked at $551K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Cahill Financial Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Cahill Financial Advisors sold 3,859 Novo Nordisk shares in Q1 2025, an estimated $332K.
Cahill Financial Advisors first reported a position in Novo Nordisk in Q3 2021 and held it in 10 quarters.
Cahill Financial Advisors's Novo Nordisk position peaked at $551K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Cahill Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.