AC
NVO

Avestar Capital’s Novo Nordisk NVO Stock Holding History

Avestar Capital’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 		$383K Buy
+7,985
New +$343K 0.02% 431
2025
Q4 		– Sell
-4,557
Closed -$253K – 507
2025
Q3 		$253K Sell
4,557
-610
-12% -$35.7K 0.02% 440
2025
Q2 		$357K Buy
5,167
+334
+7% +$22.7K 0.02% 364
2025
Q1 		$341K Sell
4,833
-2,219
-31% -$183K 0.03% 350
2024
Q4 		$607K Sell
7,052
-146
-2% -$15.8K 0.05% 251
2024
Q3 		$857K Sell
7,198
-389
-5% -$51.9K 0.09% 179
2024
Q2 		$1.08M Buy
7,587
+3,196
+73% +$424K 0.11% 139
2024
Q1 		$564K Buy
4,391
+3,866
+736% +$460K 0.06% 224
2023
Q4 		$54.3K Buy
+525
New +$51.9K 0.01% 383
2019
Q3 		– Sell
-798
Closed -$18K – 620
2019
Q2 		$18K Hold
798
– – 0.01% 406
2019
Q1 		$20K Buy
798
+50
+7% +$1.23K 0.01% 376
2018
Q4 		$15K Buy
748
+68
+10% +$1.51K 0.01% 377
2018
Q3 		$13K Sell
680
-252
-27% -$6.15K 0.01% 425
2018
Q2 		$18K Sell
932
-122
-12% -$2.9K 0.01% 378
2018
Q1 		$24K Sell
1,054
-266
-20% -$6.98K 0.02% 310
2017
Q4 		$33K Buy
+1,320
New +$33.6K 0.02% 291

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Avestar Capital's NVO Position: Q2 2026 in Review

Avestar Capital opened a new position in Novo Nordisk (NVO) in Q2 2026: 7,985 shares worth $383K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Avestar Capital previously reported a position in NVO as recently as Q3 2025.

Avestar Capital first reported a position in NVO in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Avestar Capital held 7,985 shares of Novo Nordisk worth $383K as of Q2 2026.
  • Novo Nordisk was a new Avestar Capital position in Q2 2026.
  • Novo Nordisk made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #431 holding.
  • Avestar Capital first reported a position in Novo Nordisk in Q4 2017 and has held it in 16 quarters since.
  • Avestar Capital's Novo Nordisk position peaked at $1.08M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.