CWM
NVO

Calamos Wealth Management’s Novo Nordisk NVO Stock Holding History

Calamos Wealth 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 		– Sell
-5,639
Closed -$287K – 570
2025
Q4 		$287K Sell
5,639
-1,843
-25% -$94.2K 0.01% 371
2025
Q3 		$415K Buy
7,482
+415
+6% +$24.3K 0.02% 285
2025
Q2 		$488K Sell
7,067
-15,697
-69% -$1.07M 0.02% 243
2025
Q1 		$1.58M Buy
22,764
+3,351
+17% +$277K 0.08% 115
2024
Q4 		$1.67M Sell
19,413
-11,742
-38% -$1.27M 0.08% 109
2024
Q3 		$3.71M Sell
31,155
-18,712
-38% -$2.5M 0.19% 84
2024
Q2 		$7.12M Buy
49,867
+3,368
+7% +$446K 0.38% 62
2024
Q1 		$5.97M Buy
46,499
+926
+2% +$110K 0.34% 69
2023
Q4 		$4.71M Buy
45,573
+1,222
+3% +$121K 0.3% 70
2023
Q3 		$4.03M Buy
44,351
+1,243
+3% +$109K 0.31% 74
2023
Q2 		$3.49M Sell
43,108
-714
-2% -$58.3K 0.26% 78
2023
Q1 		$3.49M Sell
43,822
-10,120
-19% -$718K 0.27% 75
2022
Q4 		$3.65M Sell
53,942
-1,666
-3% -$97.7K 0.28% 79
2022
Q3 		$2.77M Sell
55,608
-5,450
-9% -$292K 0.24% 82
2022
Q2 		$3.4M Buy
61,058
+8,846
+17% +$491K 0.3% 77
2022
Q1 		$2.9M Buy
52,212
+2,460
+5% +$126K 0.22% 92
2021
Q4 		$2.79M Buy
49,752
+3,746
+8% +$203K 0.2% 94
2021
Q3 		$2.21M Buy
46,006
+876
+2% +$42.4K 0.18% 97
2021
Q2 		$1.89M Buy
45,130
+9,124
+25% +$354K 0.15% 112
2021
Q1 		$1.21M Buy
36,006
+3,850
+12% +$137K 0.1% 143
2020
Q4 		$1.12M Sell
32,156
-774
-2% -$26.8K 0.1% 134
2020
Q3 		$1.14M Buy
32,930
+6,142
+23% +$205K 0.13% 111
2020
Q2 		$877K Buy
26,788
+7,580
+39% +$242K 0.11% 120
2020
Q1 		$578K Buy
+19,208
New +$572K 0.09% 135
2013
Q3 		– Sell
-58,190
Closed -$902K – 228
2013
Q2 		$902K Buy
+58,190
New +$969K 0.32% 99

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 $147M AUM 25.76% 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

Calamos Wealth Management's NVO Position: Q1 2026 in Review

Calamos Wealth Management sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,639 shares — an estimated $287K sold.

Calamos Wealth Management first reported a position in NVO in Q2 2013 and held it in 25 quarters. The position peaked at $7.12M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Calamos Wealth Management reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 5,639 Novo Nordisk shares in Q1 2026, an estimated $287K.
  • Calamos Wealth Management first reported a position in Novo Nordisk in Q2 2013 and held it in 25 quarters.
  • Calamos Wealth Management's Novo Nordisk position peaked at $7.12M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.