LC
NVO

Lindbrook Capital’s Novo Nordisk NVO Stock Holding History

Lindbrook Capital’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 		$609K Sell
8,774
-1,279
-13% -$106K 0.06% 195
2024
Q4 		$865K Sell
10,053
-682
-6% -$73.8K 0.08% 151
2024
Q3 		$1.28M Buy
10,735
+346
+3% +$46.1K 0.11% 115
2024
Q2 		$1.48M Buy
10,389
+271
+3% +$35.9K 0.14% 96
2024
Q1 		$1.3M Buy
10,118
+231
+2% +$27.5K 0.12% 106
2023
Q4 		$1.02M Sell
9,887
-180
-2% -$17.8K 0.1% 118
2023
Q3 		$915K Buy
10,067
+255
+3% +$22.5K 0.1% 113
2023
Q2 		$794K Buy
9,812
+16
+0.2% +$1.31K 0.08% 137
2023
Q1 		$779K Buy
9,796
+74
+0.8% +$5.25K 0.09% 131
2022
Q4 		$658K Buy
9,722
+378
+4% +$22.2K 0.08% 152
2022
Q3 		$465K Buy
9,344
+56
+0.6% +$3K 0.08% 152
2022
Q2 		$517K Buy
9,288
+1,714
+23% +$95.1K 0.09% 148
2022
Q1 		$421K Sell
7,574
-98
-1% -$5.03K 0.07% 180
2021
Q4 		$430K Buy
7,672
+356
+5% +$19.3K 0.07% 180
2021
Q3 		$351K Buy
7,316
+134
+2% +$6.48K 0.09% 92
2021
Q2 		$301K Sell
7,182
-176
-2% -$6.82K 0.07% 122
2021
Q1 		$248K Buy
7,358
+764
+12% +$27.2K 0.06% 134
2020
Q4 		$230K Buy
6,594
+98
+2% +$3.39K 0.06% 129
2020
Q3 		$226K Sell
6,496
-22
-0.3% -$733 0.06% 117
2020
Q2 		$213K Buy
6,518
+300
+5% +$9.57K 0.06% 115
2020
Q1 		$187K Sell
6,218
-1,850
-23% -$55.1K 0.07% 106
2019
Q4 		$233K Sell
8,068
-112
-1% -$3.1K 0.08% 122
2019
Q3 		$211K Sell
8,180
-158
-2% -$4K 0.08% 123
2019
Q2 		$212K Buy
8,338
+402
+5% +$9.94K 0.08% 125
2019
Q1 		$207K Buy
7,936
+364
+5% +$8.95K 0.08% 125
2018
Q4 		$174K Buy
+7,572
New +$168K 0.09% 124

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 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

Lindbrook Capital's NVO Position: Q1 2025 in Review

Lindbrook Capital reduced its Novo Nordisk (NVO) stake by 13% in Q1 2025, selling an estimated $106K and leaving 8,774 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #195.

Lindbrook Capital first reported a position in NVO in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.48M in Q2 2024. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Lindbrook Capital held 8,774 shares of Novo Nordisk worth $609K as of Q1 2025.
  • Lindbrook Capital sold 1,279 Novo Nordisk shares in Q1 2025, an estimated $106K.
  • Novo Nordisk made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #195 holding.
  • Lindbrook Capital first reported a position in Novo Nordisk in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Novo Nordisk position peaked at $1.48M in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.