SXL
NVO

Summit X LLC’s Novo Nordisk NVO Stock Holding History

Summit X LLC’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
-7,034
Closed -$488K – 264
2025
Q1 		$488K Sell
7,034
-687
-9% -$56.7K 0.1% 128
2024
Q4 		$664K Sell
7,721
-321
-4% -$34.7K 0.15% 102
2024
Q3 		$1.15M Sell
8,042
-1,688
-17% -$225K 0.28% 74
2024
Q2 		$1.39M Buy
9,730
+1,564
+19% +$207K 0.31% 71
2024
Q1 		$1.05M Sell
8,166
-426
-5% -$50.7K 0.27% 79
2023
Q4 		$888K Buy
8,592
+5,643
+191% +$558K 0.25% 79
2023
Q3 		$269K Buy
+2,949
New +$260K 0.09% 146

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

Summit X LLC's NVO Position: Q2 2025 in Review

Summit X LLC sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 7,034 shares — an estimated $488K sold.

Summit X LLC first reported a position in NVO in Q3 2023 and held it in 7 quarters. The position peaked at $1.39M in Q2 2024. 1,482 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Summit X LLC reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Summit X LLC sold 7,034 Novo Nordisk shares in Q2 2025, an estimated $488K.
  • Summit X LLC first reported a position in Novo Nordisk in Q3 2023 and held it in 7 quarters.
  • Summit X LLC's Novo Nordisk position peaked at $1.39M in Q2 2024.
  • 1,482 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Summit X LLC's 13F filing for Q2 2025, filed 7 Aug 2025.