CA
NVO

Calton & Associates’s Novo Nordisk NVO Stock Holding History

Calton & Associates’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 		$238K Buy
+4,973
New +$214K 0.03% 369
2026
Q1 		– Sell
-5,719
Closed -$291K – 469
2025
Q4 		$291K Buy
+5,719
New +$292K 0.04% 336
2018
Q4 		– Sell
-11,004
Closed -$259K – 274
2018
Q3 		$259K Buy
11,004
+384
+4% +$9.37K 0.08% 226
2018
Q2 		$250K Buy
+10,620
New +$252K 0.07% 226

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

Calton & Associates's NVO Position: Q2 2026 in Review

Calton & Associates opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,973 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #369 among its holdings. This is a return to the name: Calton & Associates previously reported a position in NVO as recently as Q4 2025.

Calton & Associates first reported a position in NVO in Q2 2018 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Calton & Associates held 4,973 shares of Novo Nordisk worth $238K as of Q2 2026.
  • Novo Nordisk was a new Calton & Associates position in Q2 2026.
  • Novo Nordisk made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #369 holding.
  • Calton & Associates first reported a position in Novo Nordisk in Q2 2018 and has held it in 4 quarters since.
  • Calton & Associates's Novo Nordisk position peaked at $291K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.