MWM
NVO

MGB Wealth Management’s Novo Nordisk NVO Stock Holding History

MGB 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
Q1 		– Sell
-2,500
Closed -$215K – 305
2024
Q4 		$215K Hold
2,500
– – 0.07% 187
2024
Q3 		$298K Sell
2,500
-174
-7% -$23.2K 0.11% 153
2024
Q2 		$380K Hold
2,674
– – 0.14% 136
2024
Q1 		$343K Buy
2,674
+500
+23% +$59.5K 0.14% 146
2023
Q4 		$225K Buy
+2,174
New +$215K 0.11% 166

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

MGB Wealth Management's NVO Position: Q1 2025 in Review

MGB Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,500 shares — an estimated $215K sold.

MGB Wealth Management first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $380K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • MGB Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • MGB Wealth Management sold 2,500 Novo Nordisk shares in Q1 2025, an estimated $215K.
  • MGB Wealth Management first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • MGB Wealth Management's Novo Nordisk position peaked at $380K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.