SIA
NVO

Strategic Investment Advisors’s Novo Nordisk NVO Stock Holding History

Strategic Investment 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
-6,892
Closed -$479K – 245
2025
Q1 		$479K Sell
6,892
-713
-9% -$58.9K 0.05% 176
2024
Q4 		$654K Buy
7,605
+360
+5% +$38.9K 0.07% 147
2024
Q3 		$863K Buy
7,245
+248
+4% +$33.1K 0.09% 126
2024
Q2 		$999K Sell
6,997
-180
-3% -$23.9K 0.12% 108
2024
Q1 		$922K Buy
7,177
+330
+5% +$39.3K 0.12% 115
2023
Q4 		$708K Sell
6,847
-216
-3% -$21.4K 0.1% 134
2023
Q3 		$642K Sell
7,063
-2,109
-23% -$186K 0.11% 149
2023
Q2 		$742K Buy
9,172
+1,230
+15% +$100K 0.1% 109
2023
Q1 		$632K Buy
7,942
+2,816
+55% +$200K 0.11% 134
2022
Q4 		$347K Buy
+5,126
New +$301K 0.07% 176

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

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

Strategic Investment Advisors sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 6,892 shares — an estimated $479K sold.

Strategic Investment Advisors first reported a position in NVO in Q4 2022 and held it in 10 quarters. The position peaked at $999K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Strategic Investment Advisors reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 6,892 Novo Nordisk shares in Q2 2025, an estimated $479K.
  • Strategic Investment Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 10 quarters.
  • Strategic Investment Advisors's Novo Nordisk position peaked at $999K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Strategic Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.