BCP
NVO

Berkeley Capital Partners’s Novo Nordisk NVO Stock Holding History

Berkeley Capital Partners’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
Q1 		$211K Buy
5,750
+245
+4% +$11.6K 0.05% 172
2025
Q4 		$280K Buy
5,505
+1,641
+42% +$83.9K 0.07% 162
2025
Q3 		$214K Buy
+3,864
New +$226K 0.05% 173

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Berkeley Capital Partners's NVO Position: Q1 2026 in Review

Berkeley Capital Partners increased its Novo Nordisk (NVO) stake by 4.5% in Q1 2026, buying an estimated $11.6K and bringing the position to 5,750 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #172.

Berkeley Capital Partners first reported a position in NVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Berkeley Capital Partners held 5,750 shares of Novo Nordisk worth $211K as of Q1 2026.
  • Berkeley Capital Partners bought 245 Novo Nordisk shares in Q1 2026, an estimated $11.6K.
  • Novo Nordisk made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #172 holding.
  • Berkeley Capital Partners first reported a position in Novo Nordisk in Q3 2025 and has held it in 3 quarters since.
  • Berkeley Capital Partners's Novo Nordisk position peaked at $280K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.