AR
NVO

Advisory Research’s Novo Nordisk NVO Stock Holding History

Advisory Research’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
2024
Q4 		– Sell
-2,267
Closed -$270K – 161
2024
Q3 		$270K Sell
2,267
-1,075
-32% -$143K 0.05% 144
2024
Q2 		$477K Buy
3,342
+1,028
+44% +$136K 0.09% 137
2024
Q1 		$297K Sell
2,314
-6,948
-75% -$827K 0.06% 142
2023
Q4 		$958K Buy
9,262
+396
+4% +$39.2K 0.15% 164
2023
Q3 		$806K Sell
8,866
-5,442
-38% -$479K 0.11% 216
2023
Q2 		$1.16M Buy
14,308
+3,364
+31% +$275K 0.15% 184
2023
Q1 		$871K Buy
10,944
+2,748
+34% +$195K 0.14% 181
2022
Q4 		$555K Buy
8,196
+370
+5% +$21.7K 0.05% 235
2022
Q3 		$390K Buy
7,826
+2,902
+59% +$155K 0.04% 261
2022
Q2 		$274K Buy
4,924
+194
+4% +$10.8K 0.03% 285
2022
Q1 		$263K Sell
4,730
-3,340
-41% -$171K 0.02% 316
2021
Q4 		$452K Sell
8,070
-94
-1% -$5.09K 0.04% 261
2021
Q3 		$392K Buy
8,164
+1,136
+16% +$54.9K 0.03% 273
2021
Q2 		$294K Hold
7,028
– – 0.02% 303
2021
Q1 		$237K Sell
7,028
-9,052
-56% -$322K 0.02% 318
2020
Q4 		$562K Buy
16,080
+6,540
+69% +$226K 0.04% 250
2020
Q3 		$331K Sell
9,540
-90
-0.9% -$3K 0.03% 264
2020
Q2 		$315K Sell
9,630
-2,088
-18% -$66.6K 0.03% 281
2020
Q1 		$353K Sell
11,718
-692
-6% -$20.6K 0.02% 224
2019
Q4 		$359K Buy
+12,410
New +$344K 0.02% 270

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Advisory Research's NVO Position: Q4 2024 in Review

Advisory Research sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,267 shares — an estimated $270K sold.

Advisory Research first reported a position in NVO in Q4 2019 and held it in 20 quarters. The position peaked at $1.16M in Q2 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Advisory Research reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 2,267 Novo Nordisk shares in Q4 2024, an estimated $270K.
  • Advisory Research first reported a position in Novo Nordisk in Q4 2019 and held it in 20 quarters.
  • Advisory Research's Novo Nordisk position peaked at $1.16M in Q2 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.