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
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 $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

Boreal Capital Management's NVO Position: Q1 2026 in Review

Boreal Capital Management reduced its Novo Nordisk (NVO) stake by 13% in Q1 2026, selling an estimated $39.5K and leaving 5,804 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #110.

Boreal Capital Management first reported a position in NVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $495K in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Boreal Capital Management held 5,804 shares of Novo Nordisk worth $220K as of Q1 2026.
  • Boreal Capital Management sold 834 Novo Nordisk shares in Q1 2026, an estimated $39.5K.
  • Novo Nordisk made up 0.18% of Boreal Capital Management's portfolio in Q1 2026, its #110 holding.
  • Boreal Capital Management first reported a position in Novo Nordisk in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Novo Nordisk position peaked at $495K in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.