ZF
NVO

Zhang Financial’s Novo Nordisk NVO Stock Holding History

Zhang Financial’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
-2,546
Closed -$219K – 308
2024
Q4 		$219K Sell
2,546
-57
-2% -$6.16K 0.01% 274
2024
Q3 		$310K Buy
2,603
+66
+3% +$8.8K 0.02% 226
2024
Q2 		$362K Buy
2,537
+57
+2% +$7.55K 0.03% 212
2024
Q1 		$318K Buy
+2,480
New +$295K 0.02% 218

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

Zhang Financial's NVO Position: Q1 2025 in Review

Zhang Financial sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,546 shares — an estimated $219K sold.

Zhang Financial first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $362K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Zhang Financial reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Zhang Financial sold 2,546 Novo Nordisk shares in Q1 2025, an estimated $219K.
  • Zhang Financial first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Zhang Financial's Novo Nordisk position peaked at $362K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Zhang Financial's 13F filing for Q1 2025, filed 15 Apr 2025.