PFG Private Wealth Management’s Novo Nordisk NVO Stock Holding History

PFG Private 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 Q1	–	Sell	-2,037	Closed	-$175K	–	294
2024 Q4	$175K	Buy	2,037 +111	+6%	+$12K	0.1%	52
2024 Q3	$229K	Hold	1,926	–	–	0.13%	49
2024 Q2	$275K	Buy	1,926 +67	+4%	+$8.88K	0.17%	38
2024 Q1	$239K	Buy	+1,859	New	+$221K	0.15%	43
2022 Q1	–	Sell	-1,860	Closed	-$104K	–	338
2021 Q4	$104K	Sell	1,860 -138	-7%	-$7.48K	0.05%	105
2021 Q3	$96K	Buy	+1,998	New	+$96.6K	0.06%	74

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PFG Private Wealth Management's NVO Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,037 shares — an estimated $175K sold.

PFG Private Wealth Management first reported a position in NVO in Q3 2021 and held it in 6 quarters. The position peaked at $275K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

PFG Private Wealth Management reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 2,037 Novo Nordisk shares in Q1 2025, an estimated $175K.
PFG Private Wealth Management first reported a position in Novo Nordisk in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Novo Nordisk position peaked at $275K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

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