FDS
NVO

First Dallas Securities’s Novo Nordisk NVO Stock Holding History

First Dallas 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
-5,654
Closed -$486K – 118
2024
Q4 		$486K Buy
5,654
+838
+17% +$90.6K 0.2% 85
2024
Q3 		$573K Sell
4,816
-4,499
-48% -$600K 0.24% 75
2024
Q2 		$1.33M Sell
9,315
-6,161
-40% -$816K 0.58% 43
2024
Q1 		$1.99M Sell
15,476
-600
-4% -$71.4K 0.91% 34
2023
Q4 		$1.66M Sell
16,076
-4,786
-23% -$473K 0.86% 36
2023
Q3 		$2.63M Buy
20,862
+3,648
+21% +$321K 0.6% 52
2023
Q2 		$1.39M Buy
17,214
+5,992
+53% +$489K 0.78% 40
2023
Q1 		$893K Buy
11,222
+5,200
+86% +$369K 0.53% 49
2022
Q4 		$408K Buy
+6,022
New +$353K 0.25% 89

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

First Dallas Securities's NVO Position: Q1 2025 in Review

First Dallas Securities sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 5,654 shares — an estimated $486K sold.

First Dallas Securities first reported a position in NVO in Q4 2022 and held it in 9 quarters. The position peaked at $2.63M in Q3 2023. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • First Dallas Securities reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • First Dallas Securities sold 5,654 Novo Nordisk shares in Q1 2025, an estimated $486K.
  • First Dallas Securities first reported a position in Novo Nordisk in Q4 2022 and held it in 9 quarters.
  • First Dallas Securities's Novo Nordisk position peaked at $2.63M in Q3 2023.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on First Dallas Securities's 13F filing for Q1 2025, filed 16 May 2025.