MJRIC
NVO

Mogy Joel R Investment Counsel’s Novo Nordisk NVO Stock Holding History

Mogy Joel R Investment Counsel’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
-161,298
Closed -$13.9M – 111
2024
Q4 		$13.9M Sell
161,298
-39,202
-20% -$4.24M 0.82% 30
2024
Q3 		$23.9M Buy
200,500
+9,770
+5% +$1.3M 1.46% 22
2024
Q2 		$27.2M Buy
190,730
+13,287
+7% +$1.76M 1.73% 21
2024
Q1 		$22.8M Buy
177,443
+22,759
+15% +$2.71M 1.55% 23
2023
Q4 		$16M Buy
154,684
+46,500
+43% +$4.6M 1.21% 25
2023
Q3 		$9.84M Buy
+108,184
New +$9.53M 0.83% 30

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 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

Mogy Joel R Investment Counsel's NVO Position: Q1 2025 in Review

Mogy Joel R Investment Counsel sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 161,298 shares — an estimated $13.9M sold.

Mogy Joel R Investment Counsel first reported a position in NVO in Q3 2023 and held it in 6 quarters. The position peaked at $27.2M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Mogy Joel R Investment Counsel reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 161,298 Novo Nordisk shares in Q1 2025, an estimated $13.9M.
  • Mogy Joel R Investment Counsel first reported a position in Novo Nordisk in Q3 2023 and held it in 6 quarters.
  • Mogy Joel R Investment Counsel's Novo Nordisk position peaked at $27.2M in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2025, filed 16 Apr 2025.