DLCIG
NVO

D.L. Carlson Investment Group’s Novo Nordisk NVO Stock Holding History

D.L. Carlson Investment Group’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
-2,733
Closed -$235K – 149
2024
Q4 		$235K Sell
2,733
-50
-2% -$5.41K 0.04% 140
2024
Q3 		$331K Buy
2,783
+466
+20% +$62.1K 0.06% 128
2024
Q2 		$331K Buy
2,317
+15
+0.7% +$1.99K 0.06% 121
2024
Q1 		$296K Buy
2,302
+318
+16% +$37.9K 0.06% 125
2023
Q4 		$242K Buy
+1,984
New +$196K 0.05% 129

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

D.L. Carlson Investment Group's NVO Position: Q1 2025 in Review

D.L. Carlson Investment Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,733 shares — an estimated $235K sold.

D.L. Carlson Investment Group first reported a position in NVO in Q4 2023 and held it in 5 quarters. The position peaked at $331K in Q3 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • D.L. Carlson Investment Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 2,733 Novo Nordisk shares in Q1 2025, an estimated $235K.
  • D.L. Carlson Investment Group first reported a position in Novo Nordisk in Q4 2023 and held it in 5 quarters.
  • D.L. Carlson Investment Group's Novo Nordisk position peaked at $331K in Q3 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2025, filed 14 May 2025.