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
Q2 		$293K Buy
6,115
+365
+6% +$15.7K 0.06% 165
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 $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

Berkeley Capital Partners's NVO Position: Q2 2026 in Review

Berkeley Capital Partners increased its Novo Nordisk (NVO) stake by 6.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,115 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #165.

Berkeley Capital Partners first reported a position in NVO in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Berkeley Capital Partners held 6,115 shares of Novo Nordisk worth $293K as of Q2 2026.
  • Berkeley Capital Partners bought 365 Novo Nordisk shares in Q2 2026, an estimated $15.7K.
  • Novo Nordisk made up 0.06% of Berkeley Capital Partners's portfolio in Q2 2026, its #165 holding.
  • Berkeley Capital Partners first reported a position in Novo Nordisk in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.