Annis Gardner Whiting Capital Advisors’s Novo Nordisk NVO Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$2.82M	Buy	58,858 +697	+1%	+$29.9K	0.42%	41
2026 Q1	$2.14M	Buy	58,161 +50,681	+678%	+$2.4M	0.34%	43
2025 Q4	$381K	Hold	7,480	–	–	0.07%	213
2025 Q3	$415K	Buy	7,480 +5,850	+359%	+$342K	0.09%	193
2025 Q2	$113K	Buy	1,630 +500	+44%	+$34K	0.04%	290
2025 Q1	$78.6K	Sell	1,130 -351	-24%	-$29K	0.03%	301
2024 Q4	$127K	Hold	1,481	–	–	0.04%	250
2024 Q3	$176K	Sell	1,481 -826	-36%	-$110K	0.05%	221
2024 Q2	$329K	Sell	2,307 -41	-2%	-$5.43K	0.09%	174
2024 Q1	$304K	Buy	2,348 +847	+56%	+$101K	0.11%	145
2023 Q4	$155K	Hold	1,501	–	–	0.07%	176
2023 Q3	$137K	Buy	+1,501	New	+$132K	0.07%	172

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

Annis Gardner Whiting Capital Advisors's NVO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Novo Nordisk (NVO) stake by 1.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 58,858 shares worth $2.82M. The position accounts for 0.42% of the portfolio, ranked #41.

Annis Gardner Whiting Capital Advisors first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 58,858 shares of Novo Nordisk worth $2.82M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 697 Novo Nordisk shares in Q2 2026, an estimated $29.9K.
Novo Nordisk made up 0.42% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #41 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.