OGC
NVO

Oak Grove Capital’s Novo Nordisk NVO Stock Holding History

Oak Grove 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
2024
Q4 		– Sell
-8,605
Closed -$1.02M – 75
2024
Q3 		$1.02M Sell
8,605
-11,985
-58% -$1.6M 0.17% 41
2024
Q2 		$2.94M Sell
20,590
-23,420
-53% -$3.1M 0.53% 26
2024
Q1 		$5.65M Sell
44,010
-155,666
-78% -$18.5M 1.14% 20
2023
Q4 		$20.7M Buy
199,676
+19,190
+11% +$1.9M 5.49% 7
2023
Q3 		$16.4M Sell
180,486
-6,640
-4% -$585K 5.71% 5
2023
Q2 		$15.1M Buy
187,126
+27,922
+18% +$2.28M 5.18% 6
2023
Q1 		$12.7M Buy
159,204
+25,164
+19% +$1.78M 5.18% 7
2022
Q4 		$9.07M Buy
134,040
+108,442
+424% +$6.36M 4.56% 7
2022
Q3 		$1.27M Buy
25,598
+20,150
+370% +$1.08M 0.43% 35
2022
Q2 		$304K Sell
5,448
-6,558
-55% -$364K 0.1% 53
2022
Q1 		$667K Buy
+12,006
New +$616K 0.14% 54

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Oak Grove Capital's NVO Position: Q4 2024 in Review

Oak Grove Capital sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 8,605 shares — an estimated $1.02M sold.

Oak Grove Capital first reported a position in NVO in Q1 2022 and held it in 11 quarters. The position peaked at $20.7M in Q4 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Oak Grove Capital reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Oak Grove Capital sold 8,605 Novo Nordisk shares in Q4 2024, an estimated $1.02M.
  • Oak Grove Capital first reported a position in Novo Nordisk in Q1 2022 and held it in 11 quarters.
  • Oak Grove Capital's Novo Nordisk position peaked at $20.7M in Q4 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Oak Grove Capital's 13F filing for Q4 2024, filed 6 Feb 2025.