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 New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Orion Portfolio Solutions's NVO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Novo Nordisk (NVO) stake by 7% in Q1 2025, selling an estimated $1.71M and leaving 277,254 shares worth $19.3M. The position accounts for 0.19% of the portfolio, ranked #106.

Orion Portfolio Solutions first reported a position in NVO in Q4 2019 and has held it in 11 quarters since. The position peaked at $39.1M in Q2 2024. 1,533 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Orion Portfolio Solutions held 277,254 shares of Novo Nordisk worth $19.3M as of Q1 2025.
Orion Portfolio Solutions sold 20,742 Novo Nordisk shares in Q1 2025, an estimated $1.71M.
Novo Nordisk made up 0.19% of Orion Portfolio Solutions's portfolio in Q1 2025, its #106 holding.
Orion Portfolio Solutions first reported a position in Novo Nordisk in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Novo Nordisk position peaked at $39.1M in Q2 2024.
1,533 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.