Intrepid Financial Planning Group’s Novo Nordisk NVO Stock Holding History

Intrepid Financial Planning 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	–	Sell	-7,608	Closed	-$654K	–	122
2024 Q4	$654K	Sell	7,608 -4,180	-35%	-$452K	0.28%	60
2024 Q3	$1.4M	Sell	11,788 -1,660	-12%	-$221K	0.6%	40
2024 Q2	$1.92M	Sell	13,448 -460	-3%	-$61K	0.82%	31
2024 Q1	$1.79M	Hold	13,908	–	–	0.77%	35
2023 Q4	$1.44M	Buy	13,908 +1,050	+8%	+$104K	0.69%	37
2023 Q3	$1.17M	Buy	12,858 +978	+8%	+$86.2K	0.61%	38
2023 Q2	$961K	Buy	11,880 +7,180	+153%	+$587K	0.46%	43
2023 Q1	$374K	Buy	+4,700	New	+$333K	0.19%	76

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

Intrepid Financial Planning Group's NVO Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 7,608 shares — an estimated $654K sold.

Intrepid Financial Planning Group first reported a position in NVO in Q1 2023 and held it in 8 quarters. The position peaked at $1.92M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Intrepid Financial Planning Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 7,608 Novo Nordisk shares in Q1 2025, an estimated $654K.
Intrepid Financial Planning Group first reported a position in Novo Nordisk in Q1 2023 and held it in 8 quarters.
Intrepid Financial Planning Group's Novo Nordisk position peaked at $1.92M in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

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