SIA
NVO

Schechter Investment Advisors’s Novo Nordisk NVO Stock Holding History

Schechter Investment Advisors’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 		$1.49M Sell
21,440
-11,403
-35% -$942K 0.12% 165
2024
Q4 		$2.83M Sell
32,843
-923
-3% -$99.8K 0.22% 95
2024
Q3 		$4.02M Buy
33,766
+247
+0.7% +$32.9K 0.3% 63
2024
Q2 		$4.78M Buy
33,519
+367
+1% +$48.6K 0.36% 53
2024
Q1 		$4.26M Buy
33,152
+863
+3% +$103K 0.32% 59
2023
Q4 		$3.34M Sell
32,289
-989
-3% -$97.8K 0.29% 61
2023
Q3 		$3.03M Buy
33,278
+9,054
+37% +$798K 0.29% 58
2023
Q2 		$1.96M Buy
24,224
+6,586
+37% +$538K 0.18% 109
2023
Q1 		$1.4M Buy
17,638
+56
+0.3% +$3.97K 0.13% 186
2022
Q4 		$1.19M Buy
17,582
+1,598
+10% +$93.7K 0.11% 235
2022
Q3 		$796K Sell
15,984
-2,022
-11% -$108K 0.08% 356
2022
Q2 		$1M Buy
18,006
+1,842
+11% +$102K 0.1% 285
2022
Q1 		$898K Buy
16,164
+1,270
+9% +$65.2K 0.08% 342
2021
Q4 		$834K Buy
+14,894
New +$807K 0.08% 372

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

Schechter Investment Advisors's NVO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Novo Nordisk (NVO) stake by 35% in Q1 2025, selling an estimated $942K and leaving 21,440 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #165.

Schechter Investment Advisors first reported a position in NVO in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.78M in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Schechter Investment Advisors held 21,440 shares of Novo Nordisk worth $1.49M as of Q1 2025.
  • Schechter Investment Advisors sold 11,403 Novo Nordisk shares in Q1 2025, an estimated $942K.
  • Novo Nordisk made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #165 holding.
  • Schechter Investment Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Novo Nordisk position peaked at $4.78M in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.