OCM
NVO

Osterweis Capital Management’s Novo Nordisk NVO Stock Holding History

Osterweis Capital Management’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 		– Hold
0
– – – 46
2024
Q4 		– Hold
0
– – – 41
2022
Q4 		– Sell
-172
Closed -$9K – 251
2022
Q3 		$9K Buy
+172
New +$9.21K ﹤0.01% 205

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

Osterweis Capital Management's NVO Position: Q1 2025 in Review

Osterweis Capital Management held its Novo Nordisk (NVO) position steady in Q1 2025 at 0 shares worth $15.9M. The position accounts for 0.78% of the portfolio, ranked #46.

Osterweis Capital Management first reported a position in NVO in Q3 2022 and has held it in 1 quarter since. The position peaked at $9K in Q3 2022. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Osterweis Capital Management held 0 shares of Novo Nordisk worth $15.9M as of Q1 2025.
  • Osterweis Capital Management left its Novo Nordisk share count unchanged in Q1 2025.
  • Novo Nordisk made up 0.78% of Osterweis Capital Management's portfolio in Q1 2025, its #46 holding.
  • Osterweis Capital Management first reported a position in Novo Nordisk in Q3 2022 and has held it in 1 quarter since.
  • Osterweis Capital Management's Novo Nordisk position peaked at $9K in Q3 2022.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Osterweis Capital Management's 13F filing for Q1 2025, filed 14 May 2025.