McNamara Financial Services’s Novo Nordisk NVO Stock Holding History

McNamara Financial Services’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	-2,599	Closed	-$224K	–	93
2024 Q4	$224K	Hold	2,599	–	–	0.05%	66
2024 Q3	$309K	Hold	2,599	–	–	0.06%	72
2024 Q2	$371K	Sell	2,599 -455	-15%	-$60.3K	0.08%	54
2024 Q1	$392K	Hold	3,054	–	–	0.08%	52
2023 Q4	$316K	Hold	3,054	–	–	0.07%	54
2023 Q3	$278K	Hold	3,054	–	–	0.07%	54
2023 Q2	$232K	Hold	3,054	–	–	0.06%	60
2023 Q1	$243K	Hold	3,054	–	–	0.06%	56
2022 Q4	$207K	Buy	+3,054	New	+$179K	0.05%	61
2015 Q1	–	Sell	-1,500	Closed	-$32K	–	128
2014 Q4	$32K	Buy	+1,500	New	+$33.5K	0.03%	103

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

McNamara Financial Services's NVO Position: Q1 2025 in Review

McNamara Financial Services sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,599 shares — an estimated $224K sold.

McNamara Financial Services first reported a position in NVO in Q4 2014 and held it in 10 quarters. The position peaked at $392K in Q1 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

McNamara Financial Services reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
McNamara Financial Services sold 2,599 Novo Nordisk shares in Q1 2025, an estimated $224K.
McNamara Financial Services first reported a position in Novo Nordisk in Q4 2014 and held it in 10 quarters.
McNamara Financial Services's Novo Nordisk position peaked at $392K in Q1 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on McNamara Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.