BCM
NVO

Brookstone Capital Management’s Novo Nordisk NVO Stock Holding History

Brookstone 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
2022
Q1 		– Sell
-6,000
Closed -$304K – 825
2021
Q4 		$304K Buy
+6,000
New +$325K 0.01% 625

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Brookstone Capital Management reduced its Novo Nordisk (NVO) stake by 34% in Q2 2026, selling an estimated $285K and leaving 12,855 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #869.

Brookstone Capital Management first reported a position in NVO in Q1 2015 and has held it in 33 quarters since. The position peaked at $2.74M in Q4 2023. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Brookstone Capital Management held 12,855 shares of Novo Nordisk worth $616K as of Q2 2026.
  • Brookstone Capital Management sold 6,625 Novo Nordisk shares in Q2 2026, an estimated $285K.
  • Novo Nordisk made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #869 holding.
  • Brookstone Capital Management first reported a position in Novo Nordisk in Q1 2015 and has held it in 33 quarters since.
  • Brookstone Capital Management's Novo Nordisk position peaked at $2.74M in Q4 2023.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.