CIAS
NVO

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

Capital Investment 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 		$590K Buy
12,314
+1,219
+11% +$52.4K 0.04% 414
2026
Q1 		$408K Sell
11,095
-594
-5% -$28.1K 0.03% 442
2025
Q4 		$595K Buy
11,689
+836
+8% +$42.8K 0.04% 346
2025
Q3 		$602K Buy
10,853
+281
+3% +$16.4K 0.05% 326
2025
Q2 		$730K Buy
10,572
+932
+10% +$63.4K 0.06% 277
2025
Q1 		$669K Sell
9,640
-279
-3% -$23K 0.06% 268
2024
Q4 		$853K Buy
9,919
+422
+4% +$45.6K 0.08% 210
2024
Q3 		$1.13M Buy
9,497
+2,799
+42% +$373K 0.11% 186
2024
Q2 		$956K Buy
6,698
+3,014
+82% +$399K 0.1% 199
2024
Q1 		$473K Buy
3,684
+1,588
+76% +$189K 0.05% 305
2023
Q4 		$217K Sell
2,096
-189
-8% -$18.7K 0.02% 475
2023
Q3 		$208K Sell
2,285
-1,361
-37% -$120K 0.02% 464
2023
Q2 		$295K Buy
3,646
+156
+4% +$12.7K 0.03% 371
2023
Q1 		$278K Hold
3,490
– – 0.03% 379
2022
Q4 		$236K Buy
+3,490
New +$205K 0.03% 415
2019
Q4 		– Sell
-2,920
Closed -$75K – 1023
2019
Q3 		$75K Hold
2,920
– – 0.02% 458
2019
Q2 		$71K Buy
2,920
+2,000
+217% +$49.4K 0.02% 466
2019
Q1 		$24K Hold
920
– – 0.01% 641
2018
Q4 		$21K Buy
+920
New +$20.4K 0.01% 629

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Capital Investment Advisory Services increased its Novo Nordisk (NVO) stake by 11% in Q2 2026, buying an estimated $52.4K and bringing the position to 12,314 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #414.

Capital Investment Advisory Services first reported a position in NVO in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2024. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capital Investment Advisory Services held 12,314 shares of Novo Nordisk worth $590K as of Q2 2026.
  • Capital Investment Advisory Services bought 1,219 Novo Nordisk shares in Q2 2026, an estimated $52.4K.
  • Novo Nordisk made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #414 holding.
  • Capital Investment Advisory Services first reported a position in Novo Nordisk in Q4 2018 and has held it in 19 quarters since.
  • Capital Investment Advisory Services's Novo Nordisk position peaked at $1.13M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.