Financial Partners Group (Tennessee)’s Novo Nordisk NVO Stock Holding History

Financial Partners Group (Tennessee)’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 Q2	$1.82M	Buy	26,308 +8,002	+44%	+$544K	0.66%	37
2025 Q1	$1.27M	Buy	18,306 +3,922	+27%	+$324K	0.55%	47
2024 Q4	$1.24M	Buy	14,384 +3,438	+31%	+$372K	0.51%	52
2024 Q3	$1.3M	Buy	10,946 +25	+0.2%	+$3.33K	0.49%	51
2024 Q2	$1.56M	Buy	10,921 +3,334	+44%	+$442K	0.61%	40
2024 Q1	$974K	Sell	7,587 -1,044	-12%	-$124K	0.38%	60
2023 Q4	$893K	Buy	8,631 +37	+0.4%	+$3.66K	0.4%	54
2023 Q3	$782K	Buy	+8,594	New	+$757K	0.38%	52

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Partners Group (Tennessee)'s NVO Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Novo Nordisk (NVO) stake by 44% in Q2 2025, buying an estimated $544K and bringing the position to 26,308 shares worth $1.82M. The position accounts for 0.66% of the portfolio, ranked #37.

Financial Partners Group (Tennessee) first reported a position in NVO in Q3 2023 and has held it in 8 quarters since. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Financial Partners Group (Tennessee) held 26,308 shares of Novo Nordisk worth $1.82M as of Q2 2025.
Financial Partners Group (Tennessee) bought 8,002 Novo Nordisk shares in Q2 2025, an estimated $544K.
Novo Nordisk made up 0.66% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #37 holding.
Financial Partners Group (Tennessee) first reported a position in Novo Nordisk in Q3 2023 and has held it in 8 quarters since.
1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.