JIR
NVO

James Investment Research’s Novo Nordisk NVO Stock Holding History

James Investment Research’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
-3,013
Closed -$209K – 345
2025
Q1 		$209K Sell
3,013
-2,080
-41% -$172K 0.03% 294
2024
Q4 		$438K Sell
5,093
-3,757
-42% -$406K 0.05% 224
2024
Q3 		$1.05M Sell
8,850
-461
-5% -$61.5K 0.12% 155
2024
Q2 		$1.33M Sell
9,311
-428
-4% -$56.7K 0.16% 127
2024
Q1 		$1.25M Buy
9,739
+3,970
+69% +$473K 0.15% 130
2023
Q4 		$597K Buy
+5,769
New +$571K 0.08% 190

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

James Investment Research's NVO Position: Q2 2025 in Review

James Investment Research sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,013 shares — an estimated $209K sold.

James Investment Research first reported a position in NVO in Q4 2023 and held it in 6 quarters. The position peaked at $1.33M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • James Investment Research reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • James Investment Research sold 3,013 Novo Nordisk shares in Q2 2025, an estimated $209K.
  • James Investment Research first reported a position in Novo Nordisk in Q4 2023 and held it in 6 quarters.
  • James Investment Research's Novo Nordisk position peaked at $1.33M in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.