BCM
NVO

Boreal Capital Management’s Novo Nordisk NVO Stock Holding History

Boreal 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 		$132K Sell
2,751
-3,053
-53% -$131K 0.1% 128
2026
Q1 		$220K Sell
5,804
-834
-13% -$39.5K 0.18% 110
2025
Q4 		$338K Buy
6,638
+402
+6% +$20.6K 0.25% 91
2025
Q3 		$346K Sell
6,236
-929
-13% -$54.4K 0.28% 88
2025
Q2 		$495K Buy
+7,165
New +$487K 0.41% 64

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

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

Boreal Capital Management reduced its Novo Nordisk (NVO) stake by 53% in Q2 2026, selling an estimated $131K and leaving 2,751 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #128.

Boreal Capital Management first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q2 2025. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Boreal Capital Management held 2,751 shares of Novo Nordisk worth $132K as of Q2 2026.
  • Boreal Capital Management sold 3,053 Novo Nordisk shares in Q2 2026, an estimated $131K.
  • Novo Nordisk made up 0.1% of Boreal Capital Management's portfolio in Q2 2026, its #128 holding.
  • Boreal Capital Management first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Novo Nordisk position peaked at $495K in Q2 2025.
  • 1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.