MWA
NVO

MN Wealth Advisors’s Novo Nordisk NVO Stock Holding History

MN Wealth Advisors’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
Q2 		– Sell
-2,889
Closed -$201K – 116
2025
Q1 		$201K Buy
2,889
+107
+4% +$8.84K 0.12% 101
2024
Q4 		$239K Sell
2,782
-206
-7% -$22.3K 0.13% 87
2024
Q3 		$356K Sell
2,988
-52
-2% -$6.93K 0.2% 73
2024
Q2 		$434K Hold
3,040
– – 0.25% 70
2024
Q1 		$390K Hold
3,040
– – 0.24% 70
2023
Q4 		$315K Buy
+3,040
New +$301K 0.22% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MN Wealth Advisors's NVO Position: Q2 2025 in Review

MN Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 2,889 shares — an estimated $201K sold.

MN Wealth Advisors first reported a position in NVO in Q4 2023 and held it in 6 quarters. The position peaked at $434K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • MN Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • MN Wealth Advisors sold 2,889 Novo Nordisk shares in Q2 2025, an estimated $201K.
  • MN Wealth Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 6 quarters.
  • MN Wealth Advisors's Novo Nordisk position peaked at $434K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on MN Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.