CIAS
NVO

CFS Investment Advisory Services’s Novo Nordisk NVO Stock Holding History

CFS Investment Advisory 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
Q1 		– Sell
-2,692
Closed -$232K – 316
2024
Q4 		$232K Sell
2,692
-9
-0.3% -$973 0.02% 279
2024
Q3 		$322K Hold
2,701
– – 0.03% 241
2024
Q2 		$386K Buy
+2,701
New +$358K 0.03% 199
2022
Q2 		– Sell
-255,192
Closed -$1K – 430
2022
Q1 		$1K Buy
+255,192
New +$13.1M ﹤0.01% 370

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

CFS Investment Advisory Services's NVO Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,692 shares — an estimated $232K sold.

CFS Investment Advisory Services first reported a position in NVO in Q1 2022 and held it in 4 quarters. The position peaked at $386K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • CFS Investment Advisory Services reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 2,692 Novo Nordisk shares in Q1 2025, an estimated $232K.
  • CFS Investment Advisory Services first reported a position in Novo Nordisk in Q1 2022 and held it in 4 quarters.
  • CFS Investment Advisory Services's Novo Nordisk position peaked at $386K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.