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
Q2 		$5.22M Sell
108,820
-11,590
-10% -$498K 0.1% 193
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 $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

Callan Family Office's NVO Position: Q2 2026 in Review

Callan Family Office reduced its Novo Nordisk (NVO) stake by 9.6% in Q2 2026, selling an estimated $498K and leaving 108,820 shares worth $5.22M. The position accounts for 0.1% of the portfolio, ranked #193.

Callan Family Office first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.5M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Callan Family Office held 108,820 shares of Novo Nordisk worth $5.22M as of Q2 2026.
  • Callan Family Office sold 11,590 Novo Nordisk shares in Q2 2026, an estimated $498K.
  • Novo Nordisk made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #193 holding.
  • Callan Family Office first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Novo Nordisk position peaked at $7.5M in Q2 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.