NAS
NVO

Nicolet Advisory Services’s Novo Nordisk NVO Stock Holding History

Nicolet Advisory Services’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
-3,309
Closed -$203K – 421
2025
Q1 		$203K Sell
3,309
-296
-8% -$24.4K 0.02% 366
2024
Q4 		$311K Buy
3,605
+254
+8% +$27.5K 0.03% 285
2024
Q3 		$386K Buy
3,351
+323
+11% +$43.1K 0.04% 245
2024
Q2 		$432K Buy
3,028
+251
+9% +$33.3K 0.04% 221
2024
Q1 		$347K Buy
2,777
+138
+5% +$16.4K 0.04% 243
2023
Q4 		$280K Sell
2,639
-524
-17% -$51.8K 0.03% 255
2023
Q3 		$282K Buy
3,163
+145
+5% +$12.8K 0.03% 237
2023
Q2 		$239K Buy
+3,018
New +$247K 0.03% 273

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Nicolet Advisory Services's NVO Position: Q2 2025 in Review

Nicolet Advisory Services sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,309 shares — an estimated $203K sold.

Nicolet Advisory Services first reported a position in NVO in Q2 2023 and held it in 8 quarters. The position peaked at $432K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Nicolet Advisory Services reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 3,309 Novo Nordisk shares in Q2 2025, an estimated $203K.
  • Nicolet Advisory Services first reported a position in Novo Nordisk in Q2 2023 and held it in 8 quarters.
  • Nicolet Advisory Services's Novo Nordisk position peaked at $432K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Nicolet Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.