Monetary Management Group’s Novo Nordisk NVO Stock Holding History

Monetary Management 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 Q2	–	Sell	-5,570	Closed	-$387K	–	332
2025 Q1	$387K	Hold	5,570	–	–	0.1%	153
2024 Q4	$479K	Hold	5,570	–	–	0.12%	143
2024 Q3	$663K	Hold	5,570	–	–	0.17%	115
2024 Q2	$795K	Hold	5,570	–	–	0.21%	99
2024 Q1	$715K	Buy	5,570 +1,350	+32%	+$161K	0.2%	107
2023 Q4	$437K	Sell	4,220 -2,130	-34%	-$211K	0.14%	135
2023 Q3	$577K	Buy	+6,350	New	+$559K	0.19%	115
2017 Q1	–	Sell	-7,200	Closed	-$129K	–	309
2016 Q4	$129K	Hold	7,200	–	–	0.06%	167
2016 Q3	$150K	Hold	7,200	–	–	0.07%	160
2016 Q2	$194K	Hold	7,200	–	–	0.09%	142
2016 Q1	$195K	Sell	7,200 -3,000	-29%	-$80.4K	0.09%	136
2015 Q4	$296K	Hold	10,200	–	–	0.14%	118
2015 Q3	$277K	Hold	10,200	–	–	0.14%	124
2015 Q2	$279K	Hold	10,200	–	–	0.13%	133
2015 Q1	$272K	Hold	10,200	–	–	0.12%	132
2014 Q4	$216K	Buy	10,200 +1,000	+11%	+$22.3K	0.1%	153
2014 Q3	$219K	Hold	9,200	–	–	0.1%	155
2014 Q2	$212K	Hold	9,200	–	–	0.1%	150
2014 Q1	$210K	Hold	9,200	–	–	0.1%	148
2013 Q4	$170K	Hold	9,200	–	–	0.08%	162
2013 Q3	$156K	Hold	9,200	–	–	0.08%	166
2013 Q2	$142K	Buy	+9,200	New	+$153K	0.08%	177

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Monetary Management Group's NVO Position: Q2 2025 in Review

Monetary Management Group sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 5,570 shares — an estimated $387K sold.

Monetary Management Group first reported a position in NVO in Q2 2013 and held it in 22 quarters. The position peaked at $795K in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Monetary Management Group reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
Monetary Management Group sold 5,570 Novo Nordisk shares in Q2 2025, an estimated $387K.
Monetary Management Group first reported a position in Novo Nordisk in Q2 2013 and held it in 22 quarters.
Monetary Management Group's Novo Nordisk position peaked at $795K in Q2 2024.
1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Monetary Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.