ACG
NVO

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

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 436 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.
  • 436 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.