LIG
NVO

Lokken Investment Group’s Novo Nordisk NVO Stock Holding History

Lokken Investment Group’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
-2,394
Closed -$206K – 144
2024
Q4 		$206K Buy
2,394
+94
+4% +$10.2K 0.09% 132
2024
Q3 		$274K Buy
2,300
+7
+0.3% +$934 0.11% 116
2024
Q2 		$327K Buy
+2,293
New +$304K 0.15% 101

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

Lokken Investment Group's NVO Position: Q1 2025 in Review

Lokken Investment Group sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,394 shares — an estimated $206K sold.

Lokken Investment Group first reported a position in NVO in Q2 2024 and held it in 3 quarters. The position peaked at $327K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Lokken Investment Group reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 2,394 Novo Nordisk shares in Q1 2025, an estimated $206K.
  • Lokken Investment Group first reported a position in Novo Nordisk in Q2 2024 and held it in 3 quarters.
  • Lokken Investment Group's Novo Nordisk position peaked at $327K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.