SAM
NVO

Shikiar Asset Management’s Novo Nordisk NVO Stock Holding History

Shikiar Asset 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
Q2 		– Sell
-5,760
Closed -$400K – 81
2025
Q1 		$400K Sell
5,760
-90,399
-94% -$7.47M 0.12% 61
2024
Q4 		$8.27M Sell
96,159
-15,085
-14% -$1.63M 2.19% 16
2024
Q3 		$13.2M Sell
111,244
-16,791
-13% -$2.24M 3.48% 6
2024
Q2 		$18.3M Sell
128,035
-1,805
-1% -$239K 4.89% 4
2024
Q1 		$16.7M Buy
129,840
+2,800
+2% +$333K 4.87% 5
2023
Q4 		$13.1M Buy
127,040
+18,921
+18% +$1.87M 4.07% 9
2023
Q3 		$9.83M Buy
108,119
+58,179
+116% +$5.13M 3.42% 9
2023
Q2 		$4.04M Buy
+49,940
New +$4.08M 1.3% 21
2017
Q3 		– Sell
-10,000
Closed -$214K – 110
2017
Q2 		$214K Sell
10,000
-14,000
-58% -$283K 0.09% 103
2017
Q1 		$411K Hold
24,000
– – 0.19% 74
2016
Q4 		$430K Buy
24,000
+9,000
+60% +$163K 0.19% 69
2016
Q3 		$312K Hold
15,000
– – 0.14% 91
2016
Q2 		$403K Hold
15,000
– – 0.18% 82
2016
Q1 		$406K Buy
+15,000
New +$402K 0.19% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Shikiar Asset Management's NVO Position: Q2 2025 in Review

Shikiar Asset Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 5,760 shares — an estimated $400K sold.

Shikiar Asset Management first reported a position in NVO in Q1 2016 and held it in 14 quarters. The position peaked at $18.3M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Shikiar Asset Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Shikiar Asset Management sold 5,760 Novo Nordisk shares in Q2 2025, an estimated $400K.
  • Shikiar Asset Management first reported a position in Novo Nordisk in Q1 2016 and held it in 14 quarters.
  • Shikiar Asset Management's Novo Nordisk position peaked at $18.3M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Shikiar Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.