SIM
NVO

Sterling Investment Management’s Novo Nordisk NVO Stock Holding History

Sterling Investment 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
2026
Q1 		– Sell
-9,089
Closed -$462K – 68
2025
Q4 		$462K Sell
9,089
-10,857
-54% -$555K 0.26% 56
2025
Q3 		$1.11M Buy
19,946
+6,102
+44% +$357K 0.66% 40
2025
Q2 		$956K Buy
+13,844
New +$942K 0.63% 41

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Sterling Investment Management's NVO Position: Q1 2026 in Review

Sterling Investment Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 9,089 shares — an estimated $462K sold.

Sterling Investment Management first reported a position in NVO in Q2 2025 and held it in 3 quarters. The position peaked at $1.11M in Q3 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Sterling Investment Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Sterling Investment Management sold 9,089 Novo Nordisk shares in Q1 2026, an estimated $462K.
  • Sterling Investment Management first reported a position in Novo Nordisk in Q2 2025 and held it in 3 quarters.
  • Sterling Investment Management's Novo Nordisk position peaked at $1.11M in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.