Dana Investment Advisors’s Novo Nordisk NVO Stock Holding History

Dana Investment Advisors’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	-13,494	Closed	-$1.16M	–	554
2024 Q4	$1.16M	Sell	13,494 -4,417	-25%	-$478K	0.04%	364
2024 Q3	$2.13M	Sell	17,911 -3,073	-15%	-$410K	0.07%	287
2024 Q2	$3M	Buy	20,984 +208	+1%	+$27.6K	0.1%	226
2024 Q1	$2.67M	Buy	20,776 +4,996	+32%	+$595K	0.09%	248
2023 Q4	$1.63M	Buy	15,780 +629	+4%	+$62.2K	0.08%	178
2023 Q3	$1.38M	Buy	+15,151	New	+$1.33M	0.07%	194
2023 Q2	–	Sell	-2,732	Closed	-$217K	–	408
2023 Q1	$217K	Buy	+2,732	New	+$194K	0.01%	376

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

Dana Investment Advisors's NVO Position: Q1 2025 in Review

Dana Investment Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 13,494 shares — an estimated $1.16M sold.

Dana Investment Advisors first reported a position in NVO in Q1 2023 and held it in 7 quarters. The position peaked at $3M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Dana Investment Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Dana Investment Advisors sold 13,494 Novo Nordisk shares in Q1 2025, an estimated $1.16M.
Dana Investment Advisors first reported a position in Novo Nordisk in Q1 2023 and held it in 7 quarters.
Dana Investment Advisors's Novo Nordisk position peaked at $3M in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Dana Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.