CAL
NVO

Capital Analysts LLC’s Novo Nordisk NVO Stock Holding History

Capital Analysts LLC’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 		$5K Sell
100
-17
-15% -$730 ﹤0.01% 1400
2026
Q1 		$4K Sell
117
-64
-35% -$3.03K ﹤0.01% 1393
2025
Q4 		$9K Sell
181
-73
-29% -$3.73K ﹤0.01% 1263
2025
Q3 		$15K Sell
254
-2
-0.8% -$117 ﹤0.01% 1128
2025
Q2 		$17K Sell
256
-148
-37% -$10.1K ﹤0.01% 1055
2025
Q1 		$28K Sell
404
-100
-20% -$8.26K ﹤0.01% 917
2024
Q4 		$43K Buy
504
+53
+12% +$5.73K ﹤0.01% 782
2024
Q3 		$54K Buy
451
+332
+279% +$44.3K ﹤0.01% 709
2024
Q2 		$17K Sell
119
-60
-34% -$7.95K ﹤0.01% 883
2024
Q1 		$23K Buy
179
+140
+359% +$16.7K ﹤0.01% 798
2023
Q4 		$4K Sell
39
-29
-43% -$2.87K ﹤0.01% 979
2023
Q3 		$6K Buy
+68
New +$5.99K ﹤0.01% 960
2023
Q2 		– Sell
-50
Closed -$4K – 1023
2023
Q1 		$4K Buy
+50
New +$3.55K ﹤0.01% 886
2021
Q3 		– Sell
-70
Closed -$3K – 1016
2021
Q2 		$3K Sell
70
-1,750
-96% -$67.8K ﹤0.01% 854
2021
Q1 		$61K Buy
1,820
+1,750
+2,500% +$62.3K ﹤0.01% 555
2020
Q4 		$2K Buy
+70
New +$2.42K ﹤0.01% 697
2016
Q4 		– Sell
-7,240
Closed -$151K – 379
2016
Q3 		$151K Buy
+7,240
New +$180K 0.03% 185

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 Analysts LLC's NVO Position: Q2 2026 in Review

Capital Analysts LLC reduced its Novo Nordisk (NVO) stake by 15% in Q2 2026, selling an estimated $730 and leaving 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Capital Analysts LLC first reported a position in NVO in Q3 2016 and has held it in 17 quarters since. The position peaked at $151K in Q3 2016. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capital Analysts LLC held 100 shares of Novo Nordisk worth $5K as of Q2 2026.
  • Capital Analysts LLC sold 17 Novo Nordisk shares in Q2 2026, an estimated $730.
  • Novo Nordisk made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1400 holding.
  • Capital Analysts LLC first reported a position in Novo Nordisk in Q3 2016 and has held it in 17 quarters since.
  • Capital Analysts LLC's Novo Nordisk position peaked at $151K in Q3 2016.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.