KA
NVO

Klingman & Associates’s Novo Nordisk NVO Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-5,147
Closed -$286K – 335
2025
Q3 		$286K Sell
5,147
-908
-15% -$53.1K 0.01% 261
2025
Q2 		$418K Buy
6,055
+2,753
+83% +$187K 0.02% 189
2025
Q1 		$229K Buy
3,302
+397
+14% +$32.8K 0.01% 246
2024
Q4 		$250K Buy
2,905
+398
+16% +$43K 0.02% 227
2024
Q3 		$299K Sell
2,507
-15
-0.6% -$2K 0.02% 216
2024
Q2 		$360K Buy
2,522
+730
+41% +$96.7K 0.02% 174
2024
Q1 		$230K Buy
+1,792
New +$213K 0.02% 221

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Klingman & Associates's NVO Position: Q4 2025 in Review

Klingman & Associates sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,147 shares — an estimated $286K sold.

Klingman & Associates first reported a position in NVO in Q1 2024 and held it in 7 quarters. The position peaked at $418K in Q2 2025. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Klingman & Associates reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Klingman & Associates sold 5,147 Novo Nordisk shares in Q4 2025, an estimated $286K.
  • Klingman & Associates first reported a position in Novo Nordisk in Q1 2024 and held it in 7 quarters.
  • Klingman & Associates's Novo Nordisk position peaked at $418K in Q2 2025.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.