SGCA
NVO

Steel Grove Capital Advisors’s Novo Nordisk NVO Stock Holding History

Steel Grove Capital 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 		– Sell
-2,445
Closed -$210K – 183
2024
Q4 		$210K Sell
2,445
-1,540
-39% -$167K 0.03% 175
2024
Q3 		$481K Buy
3,985
+195
+5% +$26K 0.07% 120
2024
Q2 		$541K Buy
3,790
+86
+2% +$11.4K 0.07% 112
2024
Q1 		$476K Buy
3,704
+1,200
+48% +$143K 0.06% 128
2023
Q4 		$259K Sell
2,504
-108
-4% -$10.7K 0.04% 157
2023
Q3 		$238K Buy
2,612
+48
+2% +$4.23K 0.03% 162
2023
Q2 		$207K Buy
+2,564
New +$209K 0.03% 179
2019
Q1 		– Sell
-22,768
Closed -$524K – 227
2018
Q4 		$524K Sell
22,768
-832
-4% -$18.5K 0.07% 189
2018
Q3 		$556K Buy
23,600
+1,246
+6% +$30.4K 0.08% 193
2018
Q2 		$515K Buy
22,354
+2,432
+12% +$57.8K 0.08% 188
2018
Q1 		$498K Buy
19,922
+11,132
+127% +$292K 0.08% 210
2017
Q4 		$236K Buy
+8,790
New +$224K 0.04% 266

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

Steel Grove Capital Advisors's NVO Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,445 shares — an estimated $210K sold.

Steel Grove Capital Advisors first reported a position in NVO in Q4 2017 and held it in 12 quarters. The position peaked at $556K in Q3 2018. 1,529 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Steel Grove Capital Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,445 Novo Nordisk shares in Q1 2025, an estimated $210K.
  • Steel Grove Capital Advisors first reported a position in Novo Nordisk in Q4 2017 and held it in 12 quarters.
  • Steel Grove Capital Advisors's Novo Nordisk position peaked at $556K in Q3 2018.
  • 1,529 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.