CFP
NVO

Cascade Financial Partners’s Novo Nordisk NVO Stock Holding History

Cascade Financial Partners’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
-3,005
Closed -$258K – 253
2024
Q4 		$258K Buy
3,005
+400
+15% +$43.3K 0.03% 210
2024
Q3 		$303K Sell
2,605
-1,196
-31% -$160K 0.04% 181
2024
Q2 		$543K Buy
3,801
+84
+2% +$11.1K 0.07% 131
2024
Q1 		$463K Buy
+3,717
New +$442K 0.07% 141

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

Cascade Financial Partners's NVO Position: Q1 2025 in Review

Cascade Financial Partners sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,005 shares — an estimated $258K sold.

Cascade Financial Partners first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $543K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Cascade Financial Partners reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 3,005 Novo Nordisk shares in Q1 2025, an estimated $258K.
  • Cascade Financial Partners first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Cascade Financial Partners's Novo Nordisk position peaked at $543K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.