Capital Advisory Group Advisory Services’s Novo Nordisk NVO Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-56,916	Closed	-$2.9M	–	109
2025 Q4	$2.9M	Sell	56,916 -490	-0.9%	-$25.1K	0.85%	34
2025 Q3	$3.19M	Buy	+57,406	New	+$3.36M	0.99%	26

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capital Advisory Group Advisory Services's NVO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 56,916 shares — an estimated $2.9M sold.

Capital Advisory Group Advisory Services first reported a position in NVO in Q3 2025 and held it in 2 quarters. The position peaked at $3.19M in Q3 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 56,916 Novo Nordisk shares in Q1 2026, an estimated $2.9M.
Capital Advisory Group Advisory Services first reported a position in Novo Nordisk in Q3 2025 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Novo Nordisk position peaked at $3.19M in Q3 2025.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.