SFS
NVO

Strategic Financial Services’s Novo Nordisk NVO Stock Holding History

Strategic Financial Services’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
-2,347
Closed -$202K – 136
2024
Q4 		$202K Sell
2,347
-52
-2% -$5.62K 0.01% 135
2024
Q3 		$286K Hold
2,399
– – 0.02% 116
2024
Q2 		$342K Sell
2,399
-103
-4% -$13.6K 0.02% 102
2024
Q1 		$321K Hold
2,502
– – 0.02% 104
2023
Q4 		$259K Hold
2,502
– – 0.02% 110
2023
Q3 		$228K Buy
+2,502
New +$220K 0.02% 113

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

Strategic Financial Services's NVO Position: Q1 2025 in Review

Strategic Financial Services sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 2,347 shares — an estimated $202K sold.

Strategic Financial Services first reported a position in NVO in Q3 2023 and held it in 6 quarters. The position peaked at $342K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

  • Strategic Financial Services reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Services sold 2,347 Novo Nordisk shares in Q1 2025, an estimated $202K.
  • Strategic Financial Services first reported a position in Novo Nordisk in Q3 2023 and held it in 6 quarters.
  • Strategic Financial Services's Novo Nordisk position peaked at $342K in Q2 2024.
  • 1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Strategic Financial Services's 13F filing for Q1 2025, filed 23 May 2025.