MGWM
NVO

Marks Group Wealth Management’s Novo Nordisk NVO Stock Holding History

Marks Group Wealth Management’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
Q4 		– Sell
-13,335
Closed -$740K – 339
2025
Q3 		$740K Sell
13,335
-3,878
-23% -$227K 0.07% 196
2025
Q2 		$1.19M Sell
17,213
-1,089
-6% -$74.1K 0.11% 166
2025
Q1 		$1.27M Sell
18,302
-884
-5% -$73K 0.12% 162
2024
Q4 		$1.65M Buy
19,186
+308
+2% +$33.3K 0.16% 128
2024
Q3 		$2.25M Sell
18,878
-13
-0.1% -$1.73K 0.21% 120
2024
Q2 		$2.7M Sell
18,891
-1,008
-5% -$134K 0.28% 96
2024
Q1 		$2.56M Sell
19,899
-603
-3% -$71.8K 0.27% 99
2023
Q4 		$2.12M Buy
20,502
+106
+0.5% +$10.5K 0.24% 118
2023
Q3 		$1.85M Sell
20,396
-1,082
-5% -$95.3K 0.23% 125
2023
Q2 		$1.74M Buy
21,478
+3,968
+23% +$324K 0.21% 133
2023
Q1 		$1.39M Buy
17,510
+118
+0.7% +$8.37K 0.18% 137
2022
Q4 		$1.18M Buy
17,392
+704
+4% +$41.3K 0.16% 148
2022
Q3 		$832K Sell
16,688
-410
-2% -$22K 0.13% 169
2022
Q2 		$952K Sell
17,098
-7,362
-30% -$409K 0.14% 165
2022
Q1 		$1.36M Buy
24,460
+4,042
+20% +$207K 0.17% 132
2021
Q4 		$1.14M Buy
20,418
+8,880
+77% +$481K 0.14% 156
2021
Q3 		$552K Buy
11,538
+6,782
+143% +$328K 0.07% 197
2021
Q2 		$200K Buy
+4,756
New +$184K 0.03% 260

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marks Group Wealth Management's NVO Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 13,335 shares — an estimated $740K sold.

Marks Group Wealth Management first reported a position in NVO in Q2 2021 and held it in 18 quarters. The position peaked at $2.7M in Q2 2024. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 13,335 Novo Nordisk shares in Q4 2025, an estimated $740K.
  • Marks Group Wealth Management first reported a position in Novo Nordisk in Q2 2021 and held it in 18 quarters.
  • Marks Group Wealth Management's Novo Nordisk position peaked at $2.7M in Q2 2024.
  • 1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.