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IAM Advisory’s Novo Nordisk NVO Stock Holding History

IAM Advisory’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
-17,138
Closed -$1.19M – 104
2025
Q1 		$1.19M Buy
17,138
+302
+2% +$24.9K 0.31% 56
2024
Q4 		$1.45M Buy
16,836
+222
+1% +$24K 0.37% 52
2024
Q3 		$1.98M Sell
16,614
-231
-1% -$30.8K 0.5% 34
2024
Q2 		$2.4M Buy
16,845
+96
+0.6% +$12.7K 0.65% 23
2024
Q1 		$2.15M Buy
16,749
+283
+2% +$33.7K 0.59% 27
2023
Q4 		$1.7M Buy
16,466
+414
+3% +$40.9K 0.54% 33
2023
Q3 		$1.46M Buy
+16,052
New +$1.41M 0.51% 34

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
Folketrygdfondet
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

IAM Advisory's NVO Position: Q2 2025 in Review

IAM Advisory sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 17,138 shares — an estimated $1.19M sold.

IAM Advisory first reported a position in NVO in Q3 2023 and held it in 7 quarters. The position peaked at $2.4M in Q2 2024. 1,484 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • IAM Advisory reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • IAM Advisory sold 17,138 Novo Nordisk shares in Q2 2025, an estimated $1.19M.
  • IAM Advisory first reported a position in Novo Nordisk in Q3 2023 and held it in 7 quarters.
  • IAM Advisory's Novo Nordisk position peaked at $2.4M in Q2 2024.
  • 1,484 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on IAM Advisory's 13F filing for Q2 2025, filed 8 Jul 2025.