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NVO

Capital Market Strategies’s Novo Nordisk NVO Stock Holding History

Capital Market Strategies’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
-5,161
Closed -$358K – 150
2025
Q1 		$358K Sell
5,161
-936
-15% -$77.3K 0.24% 82
2024
Q4 		$524K Sell
6,097
-3,797
-38% -$411K 0.3% 68
2024
Q3 		$1.18M Buy
9,894
+150
+2% +$20K 0.71% 29
2024
Q2 		$1.39M Sell
9,744
-99
-1% -$13.1K 0.88% 24
2024
Q1 		$1.26M Buy
9,843
+679
+7% +$80.8K 0.96% 23
2023
Q4 		$948K Buy
9,164
+1,158
+14% +$115K 0.83% 25
2023
Q3 		$703K Buy
8,006
+1,322
+20% +$116K 0.7% 31
2023
Q2 		$541K Buy
+6,684
New +$546K 0.5% 50
2023
Q1 		– Sell
-3,850
Closed -$261K – 102
2022
Q4 		$261K Buy
+3,850
New +$226K 0.28% 99

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Market Strategies's NVO Position: Q2 2025 in Review

Capital Market Strategies sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 5,161 shares — an estimated $358K sold.

Capital Market Strategies first reported a position in NVO in Q4 2022 and held it in 9 quarters. The position peaked at $1.39M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Capital Market Strategies reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Capital Market Strategies sold 5,161 Novo Nordisk shares in Q2 2025, an estimated $358K.
  • Capital Market Strategies first reported a position in Novo Nordisk in Q4 2022 and held it in 9 quarters.
  • Capital Market Strategies's Novo Nordisk position peaked at $1.39M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.