CFGS
NVO

Concourse Financial Group Securities’s Novo Nordisk NVO Stock Holding History

Concourse Financial Group Securities’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
-37,910
Closed -$3.05M – 1396
2024
Q4 		$3.05M Sell
37,910
-8,674
-19% -$938K 0.17% 125
2024
Q3 		$5.55M Sell
46,584
-498
-1% -$66.4K 0.33% 67
2024
Q2 		$6.72M Sell
47,082
-193
-0.4% -$25.6K 0.42% 48
2024
Q1 		$6.11M Buy
47,275
+10,023
+27% +$1.19M 0.39% 52
2023
Q4 		$3.85M Buy
37,252
+2,878
+8% +$285K 0.28% 84
2023
Q3 		$3.13M Buy
34,374
+294
+0.9% +$25.9K 0.24% 97
2023
Q2 		$2.76M Buy
34,080
+17,762
+109% +$1.45M 0.21% 103
2023
Q1 		$1.31M Sell
16,318
-402
-2% -$28.5K 0.1% 205
2022
Q4 		$1.13M Buy
16,720
+124
+0.7% +$7.27K 0.09% 227
2022
Q3 		$827K Sell
16,596
-254
-2% -$13.6K 0.08% 251
2022
Q2 		$939K Buy
16,850
+15,180
+909% +$842K 0.08% 251
2022
Q1 		$94K Sell
1,670
-1,490
-47% -$76.5K 0.01% 892
2021
Q4 		$177K Buy
3,160
+324
+11% +$17.6K 0.01% 777
2021
Q3 		$136K Buy
2,836
+1,878
+196% +$90.8K 0.01% 860
2021
Q2 		$40K Sell
958
-26
-3% -$1.01K ﹤0.01% 1400
2021
Q1 		$34K Buy
984
+42
+4% +$1.5K ﹤0.01% 1376
2020
Q4 		$33K Sell
942
-134
-12% -$4.63K ﹤0.01% 1283
2020
Q3 		$37K Sell
1,076
-572
-35% -$19.1K ﹤0.01% 1173
2020
Q2 		$54K Sell
1,648
-50
-3% -$1.6K 0.01% 961
2020
Q1 		$52K Sell
1,698
-2,140
-56% -$63.7K 0.01% 886
2019
Q4 		$111K Buy
3,838
+868
+29% +$24K 0.01% 678
2019
Q3 		$77K Sell
2,970
-12
-0.4% -$303 0.02% 502
2019
Q2 		$76K Buy
2,982
+456
+18% +$11.3K 0.01% 733
2019
Q1 		$66K Buy
2,526
+640
+34% +$15.7K 0.01% 789
2018
Q4 		$43K Buy
1,886
+258
+16% +$5.73K 0.01% 867
2018
Q3 		$38K Buy
+1,628
New +$39.7K 0.01% 652

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

Concourse Financial Group Securities's NVO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 37,910 shares — an estimated $3.05M sold.

Concourse Financial Group Securities first reported a position in NVO in Q3 2018 and held it in 26 quarters. The position peaked at $6.72M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 37,910 Novo Nordisk shares in Q1 2025, an estimated $3.05M.
  • Concourse Financial Group Securities first reported a position in Novo Nordisk in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Novo Nordisk position peaked at $6.72M in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.