BCM
NVO

Birch Capital Management’s Novo Nordisk NVO Stock Holding History

Birch Capital Management’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 		$8.03M Buy
167,489
+5,347
+3% +$230K 3.92% 7
2026
Q1 		$5.96M Buy
162,142
+3,594
+2% +$170K 3.12% 12
2025
Q4 		$8.07M Buy
158,548
+162
+0.1% +$8.28K 4.02% 6
2025
Q3 		$8.79M Buy
158,386
+19,628
+14% +$1.15M 4.49% 5
2025
Q2 		$9.58M Buy
138,758
+2,764
+2% +$188K 4.9% 4
2025
Q1 		$9.44M Buy
135,994
+1,371
+1% +$113K 4.91% 4
2024
Q4 		$11.6M Sell
134,623
-5,510
-4% -$596K 5.83% 4
2024
Q3 		$16.7M Sell
140,133
-1,130
-0.8% -$151K 8.15% 2
2024
Q2 		$20.2M Sell
141,263
-2,454
-2% -$325K 10.48% 1
2024
Q1 		$18.5M Sell
143,717
-2,004
-1% -$239K 9.59% 1
2023
Q4 		$15.1M Sell
145,721
-1,625
-1% -$161K 8.65% 1
2023
Q3 		$13.4M Sell
147,346
-308
-0.2% -$27.1K 8.48% 1
2023
Q2 		$11.9M Sell
147,654
-4,758
-3% -$389K 7.26% 2
2023
Q1 		$12.1M Sell
152,412
-1,986
-1% -$141K 7.81% 2
2022
Q4 		$10.4M Sell
154,398
-970
-0.6% -$56.9K 7.19% 1
2022
Q3 		$7.74M Sell
155,368
-1,478
-0.9% -$79.2K 5.84% 2
2022
Q2 		$8.74M Sell
156,846
-1,026
-0.6% -$56.9K 6.24% 2
2022
Q1 		$8.77M Sell
157,872
-4,654
-3% -$239K 5.39% 3
2021
Q4 		$9.1M Hold
162,526
– – 5.46% 3
2021
Q3 		$7.8M Hold
162,526
– – 5.3% 3
2021
Q2 		$6.81M Sell
162,526
-380
-0.2% -$14.7K 4.62% 5
2021
Q1 		$5.49M Buy
162,906
+8
+0% +$285 4.04% 5
2020
Q4 		$5.69M Sell
162,898
-1,146
-0.7% -$39.6K 4.34% 4
2020
Q3 		$5.7M Hold
164,044
– – 4.95% 5
2020
Q2 		$5.37M Sell
164,044
-940
-0.6% -$30K 5.03% 5
2020
Q1 		$4.97M Sell
164,984
-472
-0.3% -$14.1K 5.72% 2
2019
Q4 		$4.79M Buy
+165,456
New +$4.58M 4.69% 4

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Birch Capital Management's NVO Position: Q2 2026 in Review

Birch Capital Management increased its Novo Nordisk (NVO) stake by 3.3% in Q2 2026, buying an estimated $230K and bringing the position to 167,489 shares worth $8.03M. The position accounts for 3.92% of the portfolio, ranked #7.

Birch Capital Management first reported a position in NVO in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.2M in Q2 2024. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Birch Capital Management held 167,489 shares of Novo Nordisk worth $8.03M as of Q2 2026.
  • Birch Capital Management bought 5,347 Novo Nordisk shares in Q2 2026, an estimated $230K.
  • Novo Nordisk made up 3.92% of Birch Capital Management's portfolio in Q2 2026, its #7 holding.
  • Birch Capital Management first reported a position in Novo Nordisk in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Novo Nordisk position peaked at $20.2M in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.