LP
NVO

LGL Partners’s Novo Nordisk NVO Stock Holding History

LGL 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
Q1 		– Sell
-3,773
Closed -$325K – 101
2024
Q4 		$325K Sell
3,773
-782
-17% -$84.6K 0.05% 88
2024
Q3 		$542K Sell
4,555
-564
-11% -$75.2K 0.08% 70
2024
Q2 		$731K Sell
5,119
-389
-7% -$51.5K 0.11% 53
2024
Q1 		$707K Buy
5,508
+292
+6% +$34.8K 0.12% 55
2023
Q4 		$540K Buy
5,216
+100
+2% +$9.89K 0.07% 67
2023
Q3 		$465K Hold
5,116
– – 0.08% 70
2023
Q2 		$414K Hold
5,116
– – 0.07% 75
2023
Q1 		$407K Sell
5,116
-1,802
-26% -$128K 0.07% 68
2022
Q4 		$468K Hold
6,918
– – 0.08% 59
2022
Q3 		$345K Sell
6,918
-140
-2% -$7.5K 0.07% 80
2022
Q2 		$393K Sell
7,058
-1,394
-16% -$77.4K 0.06% 64
2022
Q1 		$469K Buy
8,452
+490
+6% +$25.1K 0.06% 58
2021
Q4 		$446K Hold
7,962
– – 0.05% 69
2021
Q3 		$382K Sell
7,962
-3,852
-33% -$186K 0.23% 61
2021
Q2 		$495K Hold
11,814
– – 0.3% 48
2021
Q1 		$398K Buy
11,814
+360
+3% +$12.8K 0.23% 55
2020
Q4 		$400K Hold
11,454
– – 0.23% 55
2020
Q3 		$398K Sell
11,454
-102
-0.9% -$3.4K 0.24% 55
2020
Q2 		$378K Sell
11,556
-3,836
-25% -$122K 0.24% 58
2020
Q1 		$463K Buy
15,392
+442
+3% +$13.2K 0.3% 43
2019
Q4 		$433K Hold
14,950
– – 0.14% 57
2019
Q3 		$386K Buy
14,950
+1,670
+13% +$42.2K 0.16% 67
2019
Q2 		$339K Buy
13,280
+290
+2% +$7.17K 0.13% 78
2019
Q1 		$340K Buy
+12,990
New +$319K 0.13% 76

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

LGL Partners's NVO Position: Q1 2025 in Review

LGL Partners sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 3,773 shares — an estimated $325K sold.

LGL Partners first reported a position in NVO in Q1 2019 and held it in 24 quarters. The position peaked at $731K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • LGL Partners reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 3,773 Novo Nordisk shares in Q1 2025, an estimated $325K.
  • LGL Partners first reported a position in Novo Nordisk in Q1 2019 and held it in 24 quarters.
  • LGL Partners's Novo Nordisk position peaked at $731K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.