LA
NVO

Legacy Advisors’s Novo Nordisk NVO Stock Holding History

Legacy Advisors’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
Q1 		– Sell
-14,252
Closed -$1.23M – 455
2024
Q4 		$1.23M Buy
14,252
+5,507
+63% +$596K 0.12% 136
2024
Q3 		$1.04M Buy
8,745
+839
+11% +$112K 0.11% 142
2024
Q2 		$1.13M Buy
7,906
+1,760
+29% +$233K 0.14% 119
2024
Q1 		$789K Buy
+6,146
New +$732K 0.1% 162

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Legacy Advisors's NVO Position: Q1 2025 in Review

Legacy Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 14,252 shares — an estimated $1.23M sold.

Legacy Advisors first reported a position in NVO in Q1 2024 and held it in 4 quarters. The position peaked at $1.23M in Q4 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Legacy Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 14,252 Novo Nordisk shares in Q1 2025, an estimated $1.23M.
  • Legacy Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 4 quarters.
  • Legacy Advisors's Novo Nordisk position peaked at $1.23M in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.