BCI
NVO

Brinker Capital Investments’s Novo Nordisk NVO Stock Holding History

Brinker Capital Investments’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 		$1.8M Sell
37,496
-7,213
-16% -$310K 0.01% 855
2026
Q1 		$1.64M Sell
44,709
-42,515
-49% -$2.01M 0.01% 854
2025
Q4 		$4.44M Sell
87,224
-39,114
-31% -$2M 0.03% 480
2025
Q3 		$7.01M Sell
126,338
-133,785
-51% -$7.83M 0.05% 316
2025
Q2 		$18M Sell
260,123
-17,131
-6% -$1.17M 0.15% 117
2025
Q1 		$19.3M Sell
277,254
-20,742
-7% -$1.71M 0.19% 106
2024
Q4 		$25.6M Buy
297,996
+28,331
+11% +$3.06M 0.26% 68
2024
Q3 		$32.1M Sell
269,665
-4,260
-2% -$568K 0.32% 51
2024
Q2 		$39.1M Sell
273,925
-25,881
-9% -$3.43M 0.41% 37
2024
Q1 		$38.5M Sell
299,806
-10,281
-3% -$1.22M 0.41% 35
2023
Q4 		$33M Buy
310,087
+95,176
+44% +$9.41M 0.38% 45
2023
Q3 		$19.5M Buy
214,911
+8,899
+4% +$784K 0.24% 87
2023
Q2 		$16M Buy
206,012
+31,566
+18% +$2.58M 0.17% 117
2023
Q1 		$1.89M Buy
174,446
+7,350
+4% +$521K 0.02% 616
2022
Q4 		$11.3M Sell
167,096
-7,990
-5% -$468K 0.23% 101
2022
Q3 		$8.72M Buy
175,086
+7,564
+5% +$405K 0.18% 114
2022
Q2 		$9.33M Sell
167,522
-46,600
-22% -$2.59M 0.18% 120
2022
Q1 		$11.9M Sell
214,122
-7,354
-3% -$377K 0.18% 122
2021
Q4 		$12.4M Sell
221,476
-30,150
-12% -$1.63M 0.18% 118
2021
Q3 		$10.5M Hold
251,626
– – 0.17% 122
2021
Q2 		$10.5M Buy
251,626
+54,726
+28% +$2.12M 0.14% 157
2021
Q1 		$6.66M Sell
196,900
-39,550
-17% -$1.41M 0.1% 209
2020
Q4 		$8.26M Buy
236,450
+85,756
+57% +$2.96M 0.13% 182
2020
Q3 		$5.23M Buy
+150,694
New +$5.02M 0.09% 237
2019
Q3 		– Sell
-11,780
Closed -$301K – 885
2019
Q2 		$301K Buy
11,780
+9,534
+424% +$236K 0.01% 338
2019
Q1 		$59K Buy
+2,246
New +$55.2K ﹤0.01% 442
2016
Q4 		– Sell
-98
Closed -$2K – 594
2016
Q3 		$2K Buy
+98
New +$2.43K ﹤0.01% 449
2016
Q1 		– Sell
-34
Closed -$1K – 604
2015
Q4 		$1K Buy
34
+4
+13% +$111 ﹤0.01% 531
2015
Q3 		$1K Buy
+30
New +$849 ﹤0.01% 436

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

Brinker Capital Investments's NVO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Novo Nordisk (NVO) stake by 16% in Q2 2026, selling an estimated $310K and leaving 37,496 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #855.

Brinker Capital Investments first reported a position in NVO in Q3 2015 and has held it in 29 quarters since. The position peaked at $39.1M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Brinker Capital Investments held 37,496 shares of Novo Nordisk worth $1.8M as of Q2 2026.
  • Brinker Capital Investments sold 7,213 Novo Nordisk shares in Q2 2026, an estimated $310K.
  • Novo Nordisk made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #855 holding.
  • Brinker Capital Investments first reported a position in Novo Nordisk in Q3 2015 and has held it in 29 quarters since.
  • Brinker Capital Investments's Novo Nordisk position peaked at $39.1M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.