Gries Financial’s Novo Nordisk NVO Stock Holding History

Gries Financial’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 Q3	$201K	Hold	3,626	–	–	0.03%	313
2025 Q2	$250K	Buy	3,626 +136	+4%	+$9.25K	0.05%	243
2025 Q1	$242K	Hold	3,490	–	–	0.05%	239
2024 Q4	$300K	Buy	3,490 +826	+31%	+$89.3K	0.05%	218
2024 Q3	$317K	Sell	2,664 -104	-4%	-$13.9K	0.06%	199
2024 Q2	$395K	Hold	2,768	–	–	0.08%	161
2024 Q1	$355K	Sell	2,768 -2,232	-45%	-$266K	0.06%	202
2023 Q4	$517K	Hold	5,000	–	–	0.11%	124
2023 Q3	$455K	Hold	5,000	–	–	0.12%	127
2023 Q2	$405K	Hold	5,000	–	–	0.11%	128
2023 Q1	$398K	Hold	5,000	–	–	0.12%	129
2022 Q4	$338K	Hold	5,000	–	–	0.11%	125
2022 Q3	$249K	Hold	5,000	–	–	0.11%	129
2022 Q2	$279K	Hold	5,000	–	–	0.13%	107
2022 Q1	$278K	Hold	5,000	–	–	0.1%	133
2021 Q4	$280K	Hold	5,000	–	–	0.11%	139
2021 Q3	$240K	Hold	5,000	–	–	0.08%	149
2021 Q2	$246K	Buy	+5,000	New	+$194K	0.08%	146

Other funds holding NVO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gries Financial's NVO Position: Q3 2025 in Review

Gries Financial held its Novo Nordisk (NVO) position steady in Q3 2025 at 3,626 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #313.

Gries Financial first reported a position in NVO in Q2 2021 and has held it in 18 quarters since. The position peaked at $517K in Q4 2023. 1,395 funds tracked by Wall St. Rank hold NVO as of Q3 2025.

Gries Financial held 3,626 shares of Novo Nordisk worth $201K as of Q3 2025.
Gries Financial left its Novo Nordisk share count unchanged in Q3 2025.
Novo Nordisk made up 0.03% of Gries Financial's portfolio in Q3 2025, its #313 holding.
Gries Financial first reported a position in Novo Nordisk in Q2 2021 and has held it in 18 quarters since.
Gries Financial's Novo Nordisk position peaked at $517K in Q4 2023.
1,395 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.