GIM
NVO

Grassi Investment Management’s Novo Nordisk NVO Stock Holding History

Grassi 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 		$315K Hold
4,570
– – 0.03% 109
2025
Q1 		$317K Buy
4,570
+2,070
+83% +$171K 0.03% 106
2024
Q4 		$215K Buy
+2,500
New +$270K 0.02% 122
2024
Q3 		– Sell
-1,575
Closed -$225K – 133
2024
Q2 		$225K Buy
+1,575
New +$209K 0.02% 121

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

Grassi Investment Management's NVO Position: Q2 2025 in Review

Grassi Investment Management held its Novo Nordisk (NVO) position steady in Q2 2025 at 4,570 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #109.

Grassi Investment Management first reported a position in NVO in Q2 2024 and has held it in 4 quarters since. The position peaked at $317K in Q1 2025. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Grassi Investment Management held 4,570 shares of Novo Nordisk worth $315K as of Q2 2025.
  • Grassi Investment Management left its Novo Nordisk share count unchanged in Q2 2025.
  • Novo Nordisk made up 0.03% of Grassi Investment Management's portfolio in Q2 2025, its #109 holding.
  • Grassi Investment Management first reported a position in Novo Nordisk in Q2 2024 and has held it in 4 quarters since.
  • Grassi Investment Management's Novo Nordisk position peaked at $317K in Q1 2025.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.