CAI
NVO

Capital Advisors Inc’s Novo Nordisk NVO Stock Holding History

Capital Advisors Inc’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 		$1.22M Buy
25,516
+1,137
+5% +$48.9K 0.02% 159
2026
Q1 		$896K Buy
24,379
+4,068
+20% +$193K 0.01% 169
2025
Q4 		$1.03M Sell
20,311
-413
-2% -$21.1K 0.02% 161
2025
Q3 		$1.15M Sell
20,724
-1,744
-8% -$102K 0.02% 149
2025
Q2 		$1.55M Buy
22,468
+58
+0.3% +$3.94K 0.03% 130
2025
Q1 		$1.56M Sell
22,410
-42,773
-66% -$3.53M 0.03% 128
2024
Q4 		$4.5M Sell
65,183
-1,709
-3% -$185K 0.09% 99
2024
Q3 		$5.64M Sell
66,892
-21,554
-24% -$2.87M 0.11% 94
2024
Q2 		$8.64M Sell
88,446
-11,492
-11% -$1.52M 0.18% 94
2024
Q1 		$9.24M Buy
99,938
+94,414
+1,709% +$11.2M 0.2% 94
2023
Q4 		$572K Sell
5,524
-83,172
-94% -$8.23M 0.01% 193
2023
Q3 		$8.07M Buy
88,696
+84,128
+1,842% +$7.41M 0.21% 86
2023
Q2 		$370K Buy
4,568
+62
+1% +$5.07K 0.01% 198
2023
Q1 		$359K Buy
4,506
+34
+0.8% +$2.41K 0.01% 196
2022
Q4 		$303K Hold
4,472
– – 0.01% 210
2022
Q3 		$232K Buy
+4,472
New +$240K 0.01% 221

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

Capital Advisors Inc's NVO Position: Q2 2026 in Review

Capital Advisors Inc increased its Novo Nordisk (NVO) stake by 4.7% in Q2 2026, buying an estimated $48.9K and bringing the position to 25,516 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #159.

Capital Advisors Inc first reported a position in NVO in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.24M in Q1 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capital Advisors Inc held 25,516 shares of Novo Nordisk worth $1.22M as of Q2 2026.
  • Capital Advisors Inc bought 1,137 Novo Nordisk shares in Q2 2026, an estimated $48.9K.
  • Novo Nordisk made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #159 holding.
  • Capital Advisors Inc first reported a position in Novo Nordisk in Q3 2022 and has held it in 16 quarters since.
  • Capital Advisors Inc's Novo Nordisk position peaked at $9.24M in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.