Allen Capital Group’s Novo Nordisk NVO Stock Holding History

Allen Capital Group’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
2026 Q2	$3.67M	Buy	76,530 +2,339	+3%	+$100K	0.3%	72
2026 Q1	$2.73M	Buy	74,191 +16,727	+29%	+$793K	0.24%	85
2025 Q4	$2.92M	Sell	57,464 -820	-1%	-$41.9K	0.27%	82
2025 Q3	$3.23M	Buy	+58,284	New	+$3.41M	0.31%	74

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Allen Capital Group's NVO Position: Q2 2026 in Review

Allen Capital Group increased its Novo Nordisk (NVO) stake by 3.2% in Q2 2026, buying an estimated $100K and bringing the position to 76,530 shares worth $3.67M. The position accounts for 0.3% of the portfolio, ranked #72.

Allen Capital Group first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Allen Capital Group held 76,530 shares of Novo Nordisk worth $3.67M as of Q2 2026.
Allen Capital Group bought 2,339 Novo Nordisk shares in Q2 2026, an estimated $100K.
Novo Nordisk made up 0.3% of Allen Capital Group's portfolio in Q2 2026, its #72 holding.
Allen Capital Group first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.