CGPCS
NVO

Capital Group Private Client Services’s Novo Nordisk NVO Stock Holding History

Capital Group Private Client 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 		$229K Sell
4,780
-7,176
-60% -$308K ﹤0.01% 252
2026
Q1 		$439K Sell
11,956
-11,281
-49% -$535K 0.01% 216
2025
Q4 		$1.18M Sell
23,237
-6,870
-23% -$351K 0.02% 196
2025
Q3 		$1.67M Sell
30,107
-13,004
-30% -$761K 0.03% 183
2025
Q2 		$2.98M Buy
43,111
+5,062
+13% +$344K 0.03% 202
2025
Q1 		$2.64M Sell
38,049
-255,615
-87% -$21.1M 0.03% 195
2024
Q4 		$25.3M Sell
293,664
-25,972
-8% -$2.81M 0.23% 99
2024
Q3 		$38.1M Sell
319,636
-4,791
-1% -$639K 0.36% 73
2024
Q2 		$46.3M Sell
324,427
-9,650
-3% -$1.28M 0.46% 61
2024
Q1 		$42.9M Sell
334,077
-174,269
-34% -$20.7M 0.44% 68
2023
Q4 		$52.6M Buy
508,346
+64,594
+15% +$6.39M 0.54% 57
2023
Q3 		$40.4M Sell
443,752
-2,068
-0.5% -$182K 0.49% 66
2023
Q2 		$36.1M Buy
445,820
+2,160
+0.5% +$176K 0.43% 79
2023
Q1 		$35.3M Buy
443,660
+8,678
+2% +$615K 0.44% 77
2022
Q4 		$29.4M Buy
434,982
+1,346
+0.3% +$78.9K 0.37% 80
2022
Q3 		$21.6M Sell
433,636
-20,842
-5% -$1.12M 0.3% 93
2022
Q2 		$25.3M Buy
454,478
+58,048
+15% +$3.22M 0.33% 87
2022
Q1 		$22M Sell
396,430
-1,924
-0.5% -$98.7K 0.24% 102
2021
Q4 		$22.3M Sell
398,354
-7,322
-2% -$397K 0.24% 104
2021
Q3 		$19.5M Buy
+405,676
New +$19.6M 0.23% 100

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 Group Private Client Services's NVO Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Novo Nordisk (NVO) stake by 60% in Q2 2026, selling an estimated $308K and leaving 4,780 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Capital Group Private Client Services first reported a position in NVO in Q3 2021 and has held it in 20 quarters since. The position peaked at $52.6M in Q4 2023. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capital Group Private Client Services held 4,780 shares of Novo Nordisk worth $229K as of Q2 2026.
  • Capital Group Private Client Services sold 7,176 Novo Nordisk shares in Q2 2026, an estimated $308K.
  • Novo Nordisk made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #252 holding.
  • Capital Group Private Client Services first reported a position in Novo Nordisk in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's Novo Nordisk position peaked at $52.6M in Q4 2023.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.