OPS
NVO

Orion Portfolio Solutions’s Novo Nordisk NVO Stock Holding History

Orion Portfolio Solutions’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 		$19.3M Sell
277,254
-20,742
-7% -$1.71M 0.19% 106
2024
Q4 		$25.6M Buy
297,996
+28,331
+11% +$3.06M 0.26% 68
2024
Q3 		$32.1M Sell
269,665
-4,260
-2% -$568K 0.32% 51
2024
Q2 		$39.1M Sell
273,925
-25,881
-9% -$3.43M 0.41% 37
2024
Q1 		$38.5M Sell
299,806
-10,281
-3% -$1.22M 0.41% 35
2023
Q4 		$33M Buy
310,087
+95,176
+44% +$9.41M 0.38% 45
2023
Q3 		$19.5M Buy
214,911
+8,899
+4% +$784K 0.24% 87
2023
Q2 		$16M Buy
206,012
+31,566
+18% +$2.58M 0.17% 117
2023
Q1 		$1.89M Buy
174,446
+170,126
+3,938% +$12.1M 0.02% 616
2022
Q4 		$292K Buy
+4,320
New +$253K 0.01% 673
2020
Q1 		– Sell
-40
Closed -$1K – 2171
2019
Q4 		$1K Buy
+40
New +$1.11K ﹤0.01% 1695

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