MFG
NVO

Menard Financial Group’s Novo Nordisk NVO Stock Holding History

Menard Financial 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
-12,350
Closed -$1.06M – 244
2024
Q4 		$1.06M Buy
12,350
+67
+0.5% +$7.25K 0.64% 34
2024
Q3 		$1.46M Buy
12,283
+102
+0.8% +$13.6K 0.96% 21
2024
Q2 		$1.74M Buy
12,181
+141
+1% +$18.7K 1.24% 16
2024
Q1 		$1.55M Sell
12,040
-1,834
-13% -$218K 1.3% 15
2023
Q4 		$1.44M Buy
13,874
+111
+0.8% +$11K 1.78% 12
2023
Q3 		$1.25M Buy
13,763
+9,527
+225% +$839K 1.81% 11
2023
Q2 		$343K Buy
+4,236
New +$346K 0.7% 29

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Capital International Investors
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

Menard Financial Group's NVO Position: Q1 2025 in Review

Menard Financial Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 12,350 shares — an estimated $1.06M sold.

Menard Financial Group first reported a position in NVO in Q2 2023 and held it in 7 quarters. The position peaked at $1.74M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Menard Financial Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 12,350 Novo Nordisk shares in Q1 2025, an estimated $1.06M.
  • Menard Financial Group first reported a position in Novo Nordisk in Q2 2023 and held it in 7 quarters.
  • Menard Financial Group's Novo Nordisk position peaked at $1.74M in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.