Aptus Capital Advisors’s Novo Nordisk NVO Stock Holding History

Aptus 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	$603K	Buy	12,575 +865	+7%	+$37.2K	﹤0.01%	739
2026 Q1	$430K	Buy	11,710 +920	+9%	+$43.6K	﹤0.01%	765
2025 Q4	$549K	Sell	10,790 -1,162	-10%	-$59.4K	﹤0.01%	705
2025 Q3	$663K	Buy	11,952 +1,892	+19%	+$111K	﹤0.01%	638
2025 Q2	$694K	Buy	10,060 +2,540	+34%	+$173K	0.01%	609
2025 Q1	$522K	Buy	7,520 +479	+7%	+$39.6K	0.01%	631
2024 Q4	$606K	Buy	7,041 +3,267	+87%	+$353K	0.01%	585
2024 Q3	$449K	Buy	3,774 +940	+33%	+$125K	0.01%	564
2024 Q2	$404K	Sell	2,834 -232	-8%	-$30.7K	0.01%	548
2024 Q1	$394K	Buy	+3,066	New	+$365K	0.01%	566

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

Aptus Capital Advisors's NVO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Novo Nordisk (NVO) stake by 7.4% in Q2 2026, buying an estimated $37.2K and bringing the position to 12,575 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Aptus Capital Advisors first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $694K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Aptus Capital Advisors held 12,575 shares of Novo Nordisk worth $603K as of Q2 2026.
Aptus Capital Advisors bought 865 Novo Nordisk shares in Q2 2026, an estimated $37.2K.
Novo Nordisk made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #739 holding.
Aptus Capital Advisors first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Novo Nordisk position peaked at $694K in Q2 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.