CSC
NVO

Caldwell Sutter Capital’s Novo Nordisk NVO Stock Holding History

Caldwell Sutter Capital’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 		$22.9K Buy
477
+70
+17% +$3.01K 0.01% 515
2026
Q1 		$15K Buy
407
+185
+83% +$8.77K 0.01% 519
2025
Q4 		$11.3K Sell
222
-90
-29% -$4.6K ﹤0.01% 533
2025
Q3 		$17.3K Hold
312
– – 0.01% 491
2025
Q2 		$21.5K Sell
312
-236
-43% -$16.1K 0.01% 453
2025
Q1 		$38.1K Buy
548
+236
+76% +$19.5K 0.02% 392
2024
Q4 		$26.8K Buy
312
+90
+41% +$9.73K 0.01% 437
2024
Q3 		$26.4K Hold
222
– – 0.01% 445
2024
Q2 		$31.7K Hold
222
– – 0.02% 419
2024
Q1 		$28.5K Hold
222
– – 0.01% 423
2023
Q4 		$23K Hold
222
– – 0.01% 441
2023
Q3 		$20.2K Hold
222
– – 0.01% 440
2023
Q2 		$18K Buy
+222
New +$18.1K 0.01% 458

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

Caldwell Sutter Capital's NVO Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Novo Nordisk (NVO) stake by 17% in Q2 2026, buying an estimated $3.01K and bringing the position to 477 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #515.

Caldwell Sutter Capital first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.1K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Caldwell Sutter Capital held 477 shares of Novo Nordisk worth $22.9K as of Q2 2026.
  • Caldwell Sutter Capital bought 70 Novo Nordisk shares in Q2 2026, an estimated $3.01K.
  • Novo Nordisk made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #515 holding.
  • Caldwell Sutter Capital first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Novo Nordisk position peaked at $38.1K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.