NVO β€” NOVO-NORDISK A S

Ownership history in Klingman & Associates, LLC  Β·  7 quarters on record

AI Ownership Summary

Klingman & Associates, LLC reported NOVO-NORDISK A S (NVO) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows NVO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Klingman & Associates, LLC's position in NOVO-NORDISK A S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NVO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Klingman & Associates, LLC held NVO β€” position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,147 -908 -15.0% 0.01% $286K 2025-10-27 $51.02
2025 Q2 ADDED 6,055 +2,753 +83.4% 0.02% $418K 2025-07-30 $47.72
2025 Q1 ADDED 3,302 +397 +13.7% 0.01% $229K 2025-05-13 $62.38
2024 Q4 ADDED 2,905 +398 +15.9% 0.02% $250K 2025-01-31 $79.28
2024 Q3 REDUCED 2,507 -15 -0.6% 0.02% $299K 2024-11-01 $105.08
2024 Q2 ADDED 2,522 +730 +40.7% 0.02% $360K 2024-07-30 $120.86
2024 Q1 INITIATED 1,792 β€” β€” 0.02% $230K 2024-05-01 $120.84

FAQ About Klingman & Associates, LLC and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Klingman & Associates, LLC reported owning NVO?

Klingman & Associates, LLC reported NVO across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported NVO position in Klingman & Associates, LLC's portfolio?

The largest reported portfolio weight for NVO was 0.02% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2025 Q3, when Klingman & Associates, LLC reported 5,147 shares, equal to 0.01% of portfolio, with an estimated market value of $286K.

What does the chart on this NVO ownership page compare?

The chart compares Klingman & Associates, LLC's quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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