SQA
NVO

Simon Quick Advisors’s Novo Nordisk NVO Stock Holding History

Simon Quick 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
Q2 		– Sell
-10,918
Closed -$758K – 552
2025
Q1 		$758K Buy
10,918
+4,241
+64% +$350K 0.04% 208
2024
Q4 		$574K Sell
6,677
-22
-0.3% -$2.38K 0.03% 222
2024
Q3 		$798K Buy
6,699
+832
+14% +$111K 0.05% 184
2024
Q2 		$837K Buy
5,867
+570
+11% +$75.5K 0.06% 149
2024
Q1 		$680K Buy
5,297
+2,168
+69% +$258K 0.05% 159
2023
Q4 		$324K Sell
3,129
-973
-24% -$96.2K 0.03% 229
2023
Q3 		$373K Buy
4,102
+224
+6% +$19.7K 0.04% 201
2023
Q2 		$314K Buy
3,878
+130
+3% +$10.6K 0.03% 200
2023
Q1 		$298K Buy
+3,748
New +$266K 0.03% 213
2020
Q4 		– Sell
-814
Closed -$28K – 514
2020
Q3 		$28K Buy
+814
New +$27.1K 0.01% 277
2020
Q1 		– Sell
-1,850
Closed -$54K – 637
2019
Q4 		$54K Buy
1,850
+1,632
+749% +$45.2K 0.02% 213
2019
Q3 		$6K Buy
218
+118
+118% +$2.98K ﹤0.01% 288
2019
Q2 		$2.55K Buy
+100
New +$2.47K ﹤0.01% 344
2018
Q4 		– Sell
-234
Closed -$6K – 356
2018
Q3 		$6K Hold
234
– – ﹤0.01% 253
2018
Q2 		$5K Hold
234
– – ﹤0.01% 292
2018
Q1 		$6K Hold
234
– – ﹤0.01% 254
2017
Q4 		$6K Buy
+234
New +$5.95K ﹤0.01% 356
2017
Q1 		– Sell
-33,990
Closed -$609K – 369
2016
Q4 		$609K Buy
+33,990
New +$616K 0.45% 46

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

Simon Quick Advisors's NVO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 10,918 shares — an estimated $758K sold.

Simon Quick Advisors first reported a position in NVO in Q4 2016 and held it in 18 quarters. The position peaked at $837K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Simon Quick Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 10,918 Novo Nordisk shares in Q2 2025, an estimated $758K.
  • Simon Quick Advisors first reported a position in Novo Nordisk in Q4 2016 and held it in 18 quarters.
  • Simon Quick Advisors's Novo Nordisk position peaked at $837K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.