NFG
NVO

Nations Financial Group’s Novo Nordisk NVO Stock Holding History

Nations Financial 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
Q1 		– Sell
-6,250
Closed -$538K – 689
2024
Q4 		$538K Sell
6,250
-10,988
-64% -$1.19M 0.04% 418
2024
Q3 		$2.05M Sell
17,238
-3,255
-16% -$434K 0.15% 167
2024
Q2 		$2.93M Buy
20,493
+5,261
+35% +$697K 0.24% 101
2024
Q1 		$1.96M Sell
15,232
-12,732
-46% -$1.52M 0.16% 150
2023
Q4 		$2.89M Sell
27,964
-839
-3% -$83K 0.27% 84
2023
Q3 		$2.62M Buy
28,803
+1,389
+5% +$122K 0.26% 89
2023
Q2 		$2.22M Buy
27,414
+206
+0.8% +$16.8K 0.22% 110
2023
Q1 		$2.17M Buy
+27,208
New +$1.93M 0.23% 114
2022
Q3 		– Sell
-39,780
Closed -$2.22M – 547
2022
Q2 		$2.22M Buy
+39,780
New +$2.21M 0.3% 83
2022
Q1 		– Sell
-7,352
Closed -$412K – 554
2021
Q4 		$412K Sell
7,352
-198
-3% -$10.7K 0.05% 325
2021
Q3 		$363K Buy
+7,550
New +$365K 0.06% 320

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

Nations Financial Group's NVO Position: Q1 2025 in Review

Nations Financial Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 6,250 shares — an estimated $538K sold.

Nations Financial Group first reported a position in NVO in Q3 2021 and held it in 11 quarters. The position peaked at $2.93M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Nations Financial Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 6,250 Novo Nordisk shares in Q1 2025, an estimated $538K.
  • Nations Financial Group first reported a position in Novo Nordisk in Q3 2021 and held it in 11 quarters.
  • Nations Financial Group's Novo Nordisk position peaked at $2.93M in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.