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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.49M Buy
94,033
+19,851
+27% +$1.37M 0.03% 393
2025
Q1
$5.15M Buy
74,182
+4,722
+7% +$328K 0.03% 403
2024
Q4
$5.98M Sell
69,460
-12,594
-15% -$1.08M 0.03% 366
2024
Q3
$8.96M Buy
82,054
+42,389
+107% +$4.63M 0.06% 248
2024
Q2
$5.67M Buy
+39,665
New +$5.67M 0.05% 265
2021
Q4
Sell
-16,618
Closed -$798K 433
2021
Q3
$798K Buy
16,618
+506
+3% +$24.3K 0.02% 317
2021
Q2
$675K Buy
+16,112
New +$675K 0.01% 335