Verity & Verity’s Novo Nordisk NVO Stock Holding History

Verity & Verity’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	-2,790	Closed	-$240K	–	134
2024 Q4	$240K	Hold	2,790	–	–	0.02%	128
2024 Q3	$332K	Sell	2,790 -700	-20%	-$93.4K	0.03%	96
2024 Q2	$498K	Hold	3,490	–	–	0.05%	78
2024 Q1	$448K	Buy	3,490 +200	+6%	+$23.8K	0.05%	81
2023 Q4	$340K	Hold	3,290	–	–	0.04%	86
2023 Q3	$299K	Sell	3,290 -576	-15%	-$50.7K	0.04%	84
2023 Q2	$313K	Sell	3,866 -624	-14%	-$51K	0.04%	81
2023 Q1	$357K	Hold	4,490	–	–	0.05%	93
2022 Q4	$304K	Sell	4,490 -2,100	-32%	-$123K	0.04%	112
2022 Q3	$328K	Hold	6,590	–	–	0.05%	83
2022 Q2	$367K	Hold	6,590	–	–	0.06%	81
2022 Q1	$366K	Buy	6,590 +2,590	+65%	+$133K	0.05%	82
2021 Q4	$224K	Hold	4,000	–	–	0.03%	94
2021 Q3	$231K	Buy	+4,000	New	+$193K	0.03%	97

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

Verity & Verity's NVO Position: Q1 2025 in Review

Verity & Verity sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,790 shares — an estimated $240K sold.

Verity & Verity first reported a position in NVO in Q3 2021 and held it in 14 quarters. The position peaked at $498K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Verity & Verity reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Verity & Verity sold 2,790 Novo Nordisk shares in Q1 2025, an estimated $240K.
Verity & Verity first reported a position in Novo Nordisk in Q3 2021 and held it in 14 quarters.
Verity & Verity's Novo Nordisk position peaked at $498K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Verity & Verity's 13F filing for Q1 2025, filed 16 Apr 2025.