NFA
NVO

Northwest Financial Advisors’s Novo Nordisk NVO Stock Holding History

Northwest Financial Advisors’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
-2,510
Closed -$216K – 122
2024
Q4 		$216K Sell
2,510
-377
-13% -$40.8K 0.18% 109
2024
Q3 		$344K Sell
2,887
-14
-0.5% -$1.87K 0.27% 73
2024
Q2 		$414K Buy
2,901
+181
+7% +$24K 0.42% 57
2024
Q1 		$349K Buy
2,720
+277
+11% +$33K 0.38% 65
2023
Q4 		$253K Buy
+2,443
New +$242K 0.21% 75

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

Northwest Financial Advisors's NVO Position: Q1 2025 in Review

Northwest Financial Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,510 shares — an estimated $216K sold.

Northwest Financial Advisors first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $414K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Northwest Financial Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,510 Novo Nordisk shares in Q1 2025, an estimated $216K.
  • Northwest Financial Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • Northwest Financial Advisors's Novo Nordisk position peaked at $414K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Northwest Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.