Adero Partners’s Novo Nordisk NVO Stock Holding History

Adero Partners’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	$269K	Sell	3,878 -1,469	-27%	-$121K	0.02%	192
2024 Q4	$460K	Sell	5,347 -601	-10%	-$65K	0.03%	132
2024 Q3	$708K	Buy	5,948 +792	+15%	+$106K	0.05%	103
2024 Q2	$736K	Buy	5,156 +200	+4%	+$26.5K	0.05%	96
2024 Q1	$636K	Buy	4,956 +1,265	+34%	+$151K	0.05%	99
2023 Q4	$382K	Sell	3,691 -48	-1%	-$4.75K	0.03%	130
2023 Q3	$340K	Buy	3,739 +1,073	+40%	+$94.5K	0.03%	136
2023 Q2	$216K	Sell	2,666 -82	-3%	-$6.7K	0.02%	152
2023 Q1	$219K	Sell	2,748 -234	-8%	-$16.6K	0.02%	145
2022 Q4	$202K	Buy	+2,982	New	+$175K	0.02%	151
2022 Q1	–	Sell	-3,576	Closed	-$200K	–	162
2021 Q4	$200K	Buy	+3,576	New	+$194K	0.03%	152

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

Adero Partners's NVO Position: Q1 2025 in Review

Adero Partners reduced its Novo Nordisk (NVO) stake by 27% in Q1 2025, selling an estimated $121K and leaving 3,878 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #192.

Adero Partners first reported a position in NVO in Q4 2021 and has held it in 11 quarters since. The position peaked at $736K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Adero Partners held 3,878 shares of Novo Nordisk worth $269K as of Q1 2025.
Adero Partners sold 1,469 Novo Nordisk shares in Q1 2025, an estimated $121K.
Novo Nordisk made up 0.02% of Adero Partners's portfolio in Q1 2025, its #192 holding.
Adero Partners first reported a position in Novo Nordisk in Q4 2021 and has held it in 11 quarters since.
Adero Partners's Novo Nordisk position peaked at $736K in Q2 2024.
1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.