MPW
NVO

Monterey Private Wealth’s Novo Nordisk NVO Stock Holding History

Monterey Private Wealth’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
-2,968
Closed -$255K – 147
2024
Q4 		$255K Hold
2,968
– – 0.08% 106
2024
Q3 		$353K Hold
2,968
– – 0.12% 80
2024
Q2 		$424K Hold
2,968
– – 0.16% 66
2024
Q1 		$381K Sell
2,968
-5
-0.2% -$595 0.15% 62
2023
Q4 		$308K Buy
2,973
+67
+2% +$6.63K 0.14% 76
2023
Q3 		$264K Hold
2,906
– – 0.13% 80
2023
Q2 		$235K Hold
2,906
– – 0.11% 88
2023
Q1 		$231K Buy
+2,906
New +$206K 0.12% 91

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

Monterey Private Wealth's NVO Position: Q1 2025 in Review

Monterey Private Wealth sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,968 shares — an estimated $255K sold.

Monterey Private Wealth first reported a position in NVO in Q1 2023 and held it in 8 quarters. The position peaked at $424K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Monterey Private Wealth reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Monterey Private Wealth sold 2,968 Novo Nordisk shares in Q1 2025, an estimated $255K.
  • Monterey Private Wealth first reported a position in Novo Nordisk in Q1 2023 and held it in 8 quarters.
  • Monterey Private Wealth's Novo Nordisk position peaked at $424K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.