Kovitz Investment Group Partners’s Novo Nordisk NVO Stock Holding History

Kovitz Investment Group Partners’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	-224,199	Closed	-$12.4M	–	1036
2025 Q3	$12.4M	Buy	224,199 +130,166	+138%	+$7.62M	0.05%	291
2025 Q2	$6.49M	Buy	94,033 +19,851	+27%	+$1.35M	0.03%	393
2025 Q1	$5.15M	Buy	74,182 +4,722	+7%	+$390K	0.03%	404
2024 Q4	$5.98M	Sell	69,460 -12,594	-15%	-$1.36M	0.03%	367
2024 Q3	$8.96M	Buy	82,054 +42,389	+107%	+$5.65M	0.06%	248
2024 Q2	$5.67M	Buy	+39,665	New	+$5.26M	0.05%	265
2021 Q4	–	Sell	-16,618	Closed	-$798K	–	445
2021 Q3	$798K	Buy	16,618 +506	+3%	+$24.5K	0.02%	321
2021 Q2	$675K	Buy	+16,112	New	+$625K	0.01%	342

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kovitz Investment Group Partners's NVO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 224,199 shares — an estimated $12.4M sold.

Kovitz Investment Group Partners first reported a position in NVO in Q2 2021 and held it in 8 quarters. The position peaked at $12.4M in Q3 2025. 1,418 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 224,199 Novo Nordisk shares in Q4 2025, an estimated $12.4M.
Kovitz Investment Group Partners first reported a position in Novo Nordisk in Q2 2021 and held it in 8 quarters.
Kovitz Investment Group Partners's Novo Nordisk position peaked at $12.4M in Q3 2025.
1,418 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.