Lagoda Investment Management’s Novo Nordisk NVO Stock Holding History

Lagoda Investment Management’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	-2,300	Closed	-$160K	–	30
2025 Q1	$160K	Hold	2,300	–	–	0.1%	24
2024 Q4	$198K	Hold	2,300	–	–	0.11%	30
2024 Q3	$274K	Sell	2,300 -1,480	-39%	-$197K	0.16%	27
2024 Q2	$540K	Hold	3,780	–	–	0.31%	27
2024 Q1	$485K	Hold	3,780	–	–	0.3%	27
2023 Q4	$391K	Hold	3,780	–	–	0.27%	27
2023 Q3	$344K	Buy	3,780 +200	+6%	+$17.6K	0.23%	31
2023 Q2	$290K	Buy	3,580 +500	+16%	+$40.8K	0.2%	31
2023 Q1	$245K	Hold	3,080	–	–	0.17%	29
2022 Q4	$208K	Sell	3,080 -1,430	-32%	-$83.8K	0.14%	31
2022 Q3	$225K	Hold	4,510	–	–	0.16%	29
2022 Q2	$251K	Hold	4,510	–	–	0.17%	30
2022 Q1	$250K	Hold	4,510	–	–	0.13%	30
2021 Q4	$253K	Hold	4,510	–	–	0.12%	32
2021 Q3	$217K	Hold	4,510	–	–	0.11%	33
2021 Q2	$189K	Hold	4,510	–	–	0.09%	33
2021 Q1	$152K	Hold	4,510	–	–	0.08%	31
2020 Q4	$158K	Hold	4,510	–	–	0.09%	30
2020 Q3	$157K	Hold	4,510	–	–	0.12%	26
2020 Q2	$148K	Hold	4,510	–	–	0.12%	22
2020 Q1	$136K	Hold	4,510	–	–	0.16%	23
2019 Q4	$131K	Hold	4,510	–	–	0.13%	23
2019 Q3	$117K	Sell	4,510 -170	-4%	-$4.3K	0.14%	23
2019 Q2	$119K	Sell	4,680 -1,830	-28%	-$45.2K	0.14%	21
2019 Q1	$170K	Sell	6,510 -300	-4%	-$7.37K	0.22%	21
2018 Q4	$157K	Sell	6,810 -666,530	-99%	-$14.8M	0.26%	22
2018 Q3	$15.9M	Buy	673,340 +20,902	+3%	+$510K	6.64%	6
2018 Q2	$15M	Sell	652,438 -117,076	-15%	-$2.78M	6.25%	6
2018 Q1	$18.9M	Sell	769,514 -69,126	-8%	-$1.81M	7.15%	5
2017 Q4	$22.5M	Sell	838,640 -8	-0%	-$203	8.57%	4
2017 Q3	$20.2M	Sell	838,648 -35,238	-4%	-$796K	7.3%	5
2017 Q2	$18.7M	Buy	873,886 +75,860	+10%	+$1.53M	7.16%	7
2017 Q1	$13.7M	Sell	798,026 -98,110	-11%	-$1.71M	5.31%	10
2016 Q4	$16.1M	Sell	896,136 -22,948	-2%	-$416K	5.52%	10
2016 Q3	$19.1M	Sell	919,084 -61,012	-6%	-$1.51M	5.75%	10
2016 Q2	$26.4M	Sell	980,096 -9,092	-0.9%	-$249K	9.83%	1
2016 Q1	$26.8M	Sell	989,188 -318,070	-24%	-$8.52M	8.77%	1
2015 Q4	$38M	Sell	1,307,258 -38,184	-3%	-$1.06M	10.06%	2
2015 Q3	$36.5M	Buy	1,345,442 +33,084	+3%	+$937K	10.65%	2
2015 Q2	$35.9M	Buy	1,312,358 +95,944	+8%	+$2.7M	9.42%	2
2015 Q1	$32.5M	Buy	1,216,414 +22,796	+2%	+$525K	8.69%	2
2014 Q4	$25.3M	Buy	+1,193,618	New	+$26.7M	6.74%	4

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lagoda Investment Management's NVO Position: Q2 2025 in Review

Lagoda Investment Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 2,300 shares — an estimated $160K sold.

Lagoda Investment Management first reported a position in NVO in Q4 2014 and held it in 42 quarters. The position peaked at $38M in Q4 2015. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Lagoda Investment Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
Lagoda Investment Management sold 2,300 Novo Nordisk shares in Q2 2025, an estimated $160K.
Lagoda Investment Management first reported a position in Novo Nordisk in Q4 2014 and held it in 42 quarters.
Lagoda Investment Management's Novo Nordisk position peaked at $38M in Q4 2015.
1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Lagoda Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.