BFIM
NVO

Beese Fulmer Investment Management’s Novo Nordisk NVO Stock Holding History

Beese Fulmer Investment 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
Q2 		– Sell
-165,538
Closed -$11.5M – 290
2025
Q1 		$11.5M Buy
165,538
+670
+0.4% +$55.3K 0.99% 38
2024
Q4 		$14.2M Buy
164,868
+1,260
+0.8% +$136K 1.21% 28
2024
Q3 		$19.5M Sell
163,608
-210
-0.1% -$28K 1.67% 17
2024
Q2 		$23.4M Buy
163,818
+1,100
+0.7% +$146K 2.13% 10
2024
Q1 		$20.9M Sell
162,718
-1,053
-0.6% -$125K 1.97% 10
2023
Q4 		$16.9M Buy
163,771
+484
+0.3% +$47.9K 1.75% 14
2023
Q3 		$14.8M Buy
163,287
+373
+0.2% +$32.9K 1.67% 14
2023
Q2 		$13.2M Buy
162,914
+2,322
+1% +$190K 1.43% 21
2023
Q1 		$12.8M Buy
160,592
+136,276
+560% +$9.66M 1.46% 18
2022
Q4 		$1.65M Buy
+24,316
New +$1.43M 0.2% 98
2020
Q3 		– Sell
-1,800
Closed -$59K – 421
2020
Q2 		$59K Buy
+1,800
New +$57.4K 0.01% 307

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beese Fulmer Investment Management's NVO Position: Q2 2025 in Review

Beese Fulmer Investment Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 165,538 shares — an estimated $11.5M sold.

Beese Fulmer Investment Management first reported a position in NVO in Q2 2020 and held it in 11 quarters. The position peaked at $23.4M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Beese Fulmer Investment Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 165,538 Novo Nordisk shares in Q2 2025, an estimated $11.5M.
  • Beese Fulmer Investment Management first reported a position in Novo Nordisk in Q2 2020 and held it in 11 quarters.
  • Beese Fulmer Investment Management's Novo Nordisk position peaked at $23.4M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.