Delta Financial Group’s Novo Nordisk NVO Stock Holding History

Delta Financial Group’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	$1.6M	Sell	21,269 -200	-0.9%	-$16.5K	0.37%	50
2024 Q4	$1.85M	Buy	+21,469	New	+$2.32M	0.43%	43
2024 Q2	–	Sell	-22,019	Closed	-$2.83M	–	193
2024 Q1	$2.83M	Sell	22,019 -3,165	-13%	-$377K	0.83%	21
2023 Q4	$2.6M	Buy	25,184 +50	+0.2%	+$4.95K	0.82%	19
2023 Q3	$2.29M	Buy	+25,134	New	+$2.21M	0.79%	22
2023 Q2	–	Sell	-25,114	Closed	-$2M	–	158
2023 Q1	$2M	Buy	25,114 +122	+0.5%	+$8.65K	0.78%	19
2022 Q4	$1.67M	Buy	+24,992	New	+$1.47M	0.74%	23

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

Delta Financial Group's NVO Position: Q1 2025 in Review

Delta Financial Group reduced its Novo Nordisk (NVO) stake by 0.93% in Q1 2025, selling an estimated $16.5K and leaving 21,269 shares worth $1.6M. The position accounts for 0.37% of the portfolio, ranked #50.

Delta Financial Group first reported a position in NVO in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Delta Financial Group held 21,269 shares of Novo Nordisk worth $1.6M as of Q1 2025.
Delta Financial Group sold 200 Novo Nordisk shares in Q1 2025, an estimated $16.5K.
Novo Nordisk made up 0.37% of Delta Financial Group's portfolio in Q1 2025, its #50 holding.
Delta Financial Group first reported a position in Novo Nordisk in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Novo Nordisk position peaked at $2.83M in Q1 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.