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Capital Investment Advisors’s Novo Nordisk NVO Stock Holding History

Capital Investment Advisors’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 		– Sell
-6,002
Closed -$221K – 804
2026
Q1 		$221K Buy
6,002
+1,257
+26% +$59.6K ﹤0.01% 690
2025
Q4 		$241K Sell
4,745
-162
-3% -$8.28K ﹤0.01% 657
2025
Q3 		$272K Sell
4,907
-1,053
-18% -$61.6K ﹤0.01% 620
2025
Q2 		$411K Buy
5,960
+152
+3% +$10.3K 0.01% 487
2025
Q1 		$403K Buy
5,808
+1,373
+31% +$113K 0.01% 472
2024
Q4 		$382K Buy
4,435
+478
+12% +$51.7K 0.01% 468
2024
Q3 		$471K Buy
3,957
+49
+1% +$6.54K 0.01% 416
2024
Q2 		$558K Buy
3,908
+698
+22% +$92.5K 0.01% 376
2024
Q1 		$412K Buy
3,210
+837
+35% +$99.6K 0.01% 428
2023
Q4 		$246K Sell
2,373
-65
-3% -$6.43K 0.01% 526
2023
Q3 		$222K Buy
+2,438
New +$215K 0.01% 530
2023
Q1 		– Sell
-3,866
Closed -$262K – 590
2022
Q4 		$262K Buy
+3,866
New +$227K 0.01% 469

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 Investment Advisors's NVO Position: Q2 2026 in Review

Capital Investment Advisors sold out of Novo Nordisk (NVO) in Q2 2026, closing a stake of 6,002 shares — an estimated $221K sold.

Capital Investment Advisors first reported a position in NVO in Q4 2022 and held it in 12 quarters. The position peaked at $558K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capital Investment Advisors reported no remaining Novo Nordisk position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 6,002 Novo Nordisk shares in Q2 2026, an estimated $221K.
  • Capital Investment Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 12 quarters.
  • Capital Investment Advisors's Novo Nordisk position peaked at $558K in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.