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

Capital Asset 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 Q2	$500K	Buy	+10,438	New	+$448K	0.02%	202
2025 Q1	–	Sell	-2,763	Closed	-$242K	–	303
2024 Q4	$242K	Sell	2,763 -3	-0.1%	-$324	0.01%	284
2024 Q3	$324K	Sell	2,766 -654	-19%	-$87.2K	0.02%	243
2024 Q2	$480K	Buy	3,420 +18	+0.5%	+$2.38K	0.03%	186
2024 Q1	$428K	Buy	3,402 +1,271	+60%	+$151K	0.02%	201
2023 Q4	$220K	Buy	2,131 +84	+4%	+$8.31K	0.01%	280
2023 Q3	$202K	Buy	+2,047	New	+$180K	0.01%	301
2021 Q1	–	Sell	-1,312	Closed	-$46K	–	1222
2020 Q4	$46K	Buy	+1,312	New	+$45.3K	0.01%	640

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Asset Advisory Services's NVO Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Novo Nordisk (NVO) in Q2 2026: 10,438 shares worth $500K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in NVO as recently as Q4 2024.

Capital Asset Advisory Services first reported a position in NVO in Q4 2020 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Capital Asset Advisory Services held 10,438 shares of Novo Nordisk worth $500K as of Q2 2026.
Novo Nordisk was a new Capital Asset Advisory Services position in Q2 2026.
Novo Nordisk made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #202 holding.
Capital Asset Advisory Services first reported a position in Novo Nordisk in Q4 2020 and has held it in 8 quarters since.
1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.