Moran Wealth Management’s Novo Nordisk NVO Stock Holding History

Moran 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 Q2	–	Sell	-206,374	Closed	-$14.3M	–	500
2025 Q1	$14.3M	Sell	206,374 -166,319	-45%	-$13.7M	0.48%	66
2024 Q4	$32.1M	Sell	372,693 -56,942	-13%	-$6.16M	1.02%	15
2024 Q3	$51.2M	Sell	429,635 -5,196	-1%	-$693K	1.57%	4
2024 Q2	$62.1M	Sell	434,831 -5,319	-1%	-$705K	2.04%	1
2024 Q1	$56.5M	Sell	440,150 -7,922	-2%	-$943K	1.83%	1
2023 Q4	$46.4M	Sell	448,072 -2,524	-0.6%	-$250K	1.65%	3
2023 Q3	$41M	Sell	450,596 -16,220	-3%	-$1.43M	1.59%	2
2023 Q2	$37.8M	Sell	466,816 -23,858	-5%	-$1.95M	1.42%	5
2023 Q1	$39M	Sell	490,674 -4,146	-0.8%	-$294K	1.48%	3
2022 Q4	$33.5M	Buy	+494,820	New	+$29M	1.27%	10

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moran Wealth Management's NVO Position: Q2 2025 in Review

Moran Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 206,374 shares — an estimated $14.3M sold.

Moran Wealth Management first reported a position in NVO in Q4 2022 and held it in 10 quarters. The position peaked at $62.1M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Moran Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
Moran Wealth Management sold 206,374 Novo Nordisk shares in Q2 2025, an estimated $14.3M.
Moran Wealth Management first reported a position in Novo Nordisk in Q4 2022 and held it in 10 quarters.
Moran Wealth Management's Novo Nordisk position peaked at $62.1M in Q2 2024.
1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.