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 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 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 Investment Advisors's NVO Position: Q1 2026 in Review

Capital Investment Advisors increased its Novo Nordisk (NVO) stake by 26% in Q1 2026, buying an estimated $59.6K and bringing the position to 6,002 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Capital Investment Advisors first reported a position in NVO in Q4 2022 and has held it in 12 quarters since. The position peaked at $558K in Q2 2024. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Capital Investment Advisors held 6,002 shares of Novo Nordisk worth $221K as of Q1 2026.
Capital Investment Advisors bought 1,257 Novo Nordisk shares in Q1 2026, an estimated $59.6K.
Novo Nordisk made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #690 holding.
Capital Investment Advisors first reported a position in Novo Nordisk in Q4 2022 and has held it in 12 quarters since.
Capital Investment Advisors's Novo Nordisk position peaked at $558K in Q2 2024.
1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.