CFO
NVO

Callan Family Office’s Novo Nordisk NVO Stock Holding History

Callan Family Office’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 		$4.43M Buy
120,410
+11,506
+11% +$545K 0.1% 209
2025
Q4 		$5.54M Buy
108,904
+46,383
+74% +$2.37M 0.12% 179
2025
Q3 		$3.47M Sell
62,521
-46,071
-42% -$2.7M 0.11% 193
2025
Q2 		$7.5M Buy
108,592
+75,117
+224% +$5.11M 0.24% 93
2025
Q1 		$2.32M Buy
33,475
+3,192
+11% +$264K 0.17% 116
2024
Q4 		$2.6M Buy
+30,283
New +$3.27M 0.17% 118

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

Callan Family Office's NVO Position: Q1 2026 in Review

Callan Family Office increased its Novo Nordisk (NVO) stake by 11% in Q1 2026, buying an estimated $545K and bringing the position to 120,410 shares worth $4.43M. The position accounts for 0.1% of the portfolio, ranked #209.

Callan Family Office first reported a position in NVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.5M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Callan Family Office held 120,410 shares of Novo Nordisk worth $4.43M as of Q1 2026.
  • Callan Family Office bought 11,506 Novo Nordisk shares in Q1 2026, an estimated $545K.
  • Novo Nordisk made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #209 holding.
  • Callan Family Office first reported a position in Novo Nordisk in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Novo Nordisk position peaked at $7.5M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.