SGA
NVO

Strategic Global Advisors’s Novo Nordisk NVO Stock Holding History

Strategic Global 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
-7,343
Closed -$510K – 147
2025
Q1 		$510K Sell
7,343
-161
-2% -$13.3K 0.1% 123
2024
Q4 		$645K Sell
7,504
-2,374
-24% -$257K 0.12% 109
2024
Q3 		$1.18M Buy
9,878
+3,879
+65% +$517K 0.23% 98
2024
Q2 		$1.6M Sell
5,999
-5,829
-49% -$772K 0.34% 80
2024
Q1 		$1.52M Sell
11,828
-106
-0.9% -$12.6K 0.33% 84
2023
Q4 		$1.23M Sell
11,934
-294
-2% -$29.1K 0.28% 98
2023
Q3 		$1.11M Buy
12,228
+332
+3% +$29.2K 0.19% 111
2023
Q2 		$963K Buy
11,896
+1,708
+17% +$140K 0.15% 111
2023
Q1 		$811K Sell
10,188
-204
-2% -$14.5K 0.13% 107
2022
Q4 		$703K Sell
10,392
-20
-0.2% -$1.17K 0.11% 105
2022
Q3 		$519K Buy
10,412
+488
+5% +$26.1K 0.09% 113
2022
Q2 		$553K Buy
+9,924
New +$551K 0.08% 117
2021
Q4 		– Sell
-17,022
Closed -$817K – 149
2021
Q3 		$817K Sell
17,022
-19,916
-54% -$963K 0.12% 129
2021
Q2 		$1.55M Buy
+36,938
New +$1.43M 0.28% 116
2016
Q2 		– Sell
-11,268
Closed -$305K – 151
2016
Q1 		$305K Buy
11,268
+2,260
+25% +$60.5K 0.13% 124
2015
Q4 		$262K Hold
9,008
– – 0.11% 122
2015
Q3 		$244K Sell
9,008
-3,416
-27% -$96.7K 0.12% 114
2015
Q2 		$340K Buy
+12,424
New +$349K 0.2% 107

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Strategic Global Advisors's NVO Position: Q2 2025 in Review

Strategic Global Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 7,343 shares — an estimated $510K sold.

Strategic Global Advisors first reported a position in NVO in Q2 2015 and held it in 18 quarters. The position peaked at $1.6M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Strategic Global Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 7,343 Novo Nordisk shares in Q2 2025, an estimated $510K.
  • Strategic Global Advisors first reported a position in Novo Nordisk in Q2 2015 and held it in 18 quarters.
  • Strategic Global Advisors's Novo Nordisk position peaked at $1.6M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Strategic Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.