ZIM
NVO

Zacks Investment Management’s Novo Nordisk NVO Stock Holding History

Zacks 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
2025
Q2 		– Sell
-3,095
Closed -$215K – 751
2025
Q1 		$215K Buy
3,095
+1
+0% +$83 ﹤0.01% 601
2024
Q4 		$266K Sell
3,094
-290
-9% -$31.4K ﹤0.01% 572
2024
Q3 		$403K Buy
3,384
+133
+4% +$17.7K ﹤0.01% 517
2024
Q2 		$464K Buy
3,251
+299
+10% +$39.6K 0.01% 455
2024
Q1 		$379K Sell
2,952
-1,015
-26% -$121K ﹤0.01% 512
2023
Q4 		$410K Buy
3,967
+162
+4% +$16K 0.01% 490
2023
Q3 		$346K Buy
3,805
+77
+2% +$6.78K ﹤0.01% 492
2023
Q2 		$302K Buy
3,728
+10
+0.3% +$817 ﹤0.01% 528
2023
Q1 		$296K Buy
+3,718
New +$264K ﹤0.01% 522

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

Zacks Investment Management's NVO Position: Q2 2025 in Review

Zacks Investment Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 3,095 shares — an estimated $215K sold.

Zacks Investment Management first reported a position in NVO in Q1 2023 and held it in 9 quarters. The position peaked at $464K in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Zacks Investment Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Zacks Investment Management sold 3,095 Novo Nordisk shares in Q2 2025, an estimated $215K.
  • Zacks Investment Management first reported a position in Novo Nordisk in Q1 2023 and held it in 9 quarters.
  • Zacks Investment Management's Novo Nordisk position peaked at $464K in Q2 2024.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.