ACA
NVO

Atlas Capital Advisors’s Novo Nordisk NVO Stock Holding History

Atlas 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
2025
Q2 		$18.5K Hold
268
– – ﹤0.01% 720
2025
Q1 		$18.6K Sell
268
-5,704
-96% -$471K ﹤0.01% 744
2024
Q4 		$514K Sell
5,972
-468
-7% -$50.6K 0.07% 230
2024
Q3 		$767K Sell
6,440
-70
-1% -$9.34K 0.12% 157
2024
Q2 		$929K Sell
6,510
-1,682
-21% -$223K 0.12% 137
2024
Q1 		$1.05M Sell
8,192
-1,000
-11% -$119K 0.16% 115
2023
Q4 		$951K Buy
9,192
+883
+11% +$87.3K 0.14% 127
2023
Q3 		$756K Sell
8,309
-201
-2% -$17.7K 0.12% 130
2023
Q2 		$689K Hold
8,510
– – 0.1% 150
2023
Q1 		$677K Sell
8,510
-68
-0.8% -$4.82K 0.11% 146
2022
Q4 		$580K Sell
8,578
-4,528
-35% -$265K 0.1% 165
2022
Q3 		$653K Sell
13,106
-992
-7% -$53.1K 0.12% 140
2022
Q2 		$785K Sell
14,098
-1,452
-9% -$80.6K 0.13% 131
2022
Q1 		$863K Buy
15,550
+382
+3% +$19.6K 0.13% 136
2021
Q4 		$849K Buy
15,168
+4,552
+43% +$247K 0.13% 135
2021
Q3 		$510K Buy
+10,616
New +$513K 0.08% 199
2018
Q4 		– Sell
-11,866
Closed -$277K – 589
2018
Q3 		$277K Sell
11,866
-8,834
-43% -$216K 0.09% 251
2018
Q2 		$519K Sell
20,700
-26,684
-56% -$634K 0.18% 152
2018
Q1 		$1.17M Buy
+47,384
New +$1.24M 0.36% 82

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Atlas Capital Advisors's NVO Position: Q2 2025 in Review

Atlas Capital Advisors held its Novo Nordisk (NVO) position steady in Q2 2025 at 268 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Atlas Capital Advisors first reported a position in NVO in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2018. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Atlas Capital Advisors held 268 shares of Novo Nordisk worth $18.5K as of Q2 2025.
  • Atlas Capital Advisors left its Novo Nordisk share count unchanged in Q2 2025.
  • Novo Nordisk made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #720 holding.
  • Atlas Capital Advisors first reported a position in Novo Nordisk in Q1 2018 and has held it in 19 quarters since.
  • Atlas Capital Advisors's Novo Nordisk position peaked at $1.17M in Q1 2018.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.