CIA
NVO

Cape Investment Advisory’s Novo Nordisk NVO Stock Holding History

Cape Investment Advisory’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 		$5.85K Buy
+122
New +$5.24K ﹤0.01% 992
2026
Q1 		– Sell
-158
Closed -$8.04K – 870
2025
Q4 		$8.04K Sell
158
-5
-3% -$256 ﹤0.01% 796
2025
Q3 		$9.04K Buy
163
+69
+73% +$4.04K 0.01% 425
2025
Q2 		$6.49K Sell
94
-28
-23% -$1.91K ﹤0.01% 707
2025
Q1 		$8.47K Hold
122
– – ﹤0.01% 636
2024
Q4 		$10.5K Hold
122
– – ﹤0.01% 577
2024
Q3 		$14.5K Hold
122
– – 0.01% 505
2024
Q2 		$17.4K Buy
+122
New +$16.2K 0.01% 442

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

Cape Investment Advisory's NVO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Novo Nordisk (NVO) in Q2 2026: 122 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NVO as recently as Q4 2025.

Cape Investment Advisory first reported a position in NVO in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.4K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cape Investment Advisory held 122 shares of Novo Nordisk worth $5.85K as of Q2 2026.
  • Novo Nordisk was a new Cape Investment Advisory position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #992 holding.
  • Cape Investment Advisory first reported a position in Novo Nordisk in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's Novo Nordisk position peaked at $17.4K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.