MAG
NVO

M3 Advisory Group’s Novo Nordisk NVO Stock Holding History

M3 Advisory 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
2024
Q4 		– Sell
-2,984
Closed -$355K – 157
2024
Q3 		$355K Buy
2,984
+140
+5% +$18.7K 0.26% 86
2024
Q2 		$406K Buy
2,844
+507
+22% +$67.2K 0.33% 74
2024
Q1 		$300K Buy
2,337
+311
+15% +$37K 0.27% 89
2023
Q4 		$210K Buy
+2,026
New +$200K 0.25% 93

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

M3 Advisory Group's NVO Position: Q4 2024 in Review

M3 Advisory Group sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,984 shares — an estimated $355K sold.

M3 Advisory Group first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $406K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • M3 Advisory Group reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • M3 Advisory Group sold 2,984 Novo Nordisk shares in Q4 2024, an estimated $355K.
  • M3 Advisory Group first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • M3 Advisory Group's Novo Nordisk position peaked at $406K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on M3 Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.