CIAS
NVO icon

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

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
Folketrygdfondet
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 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. 1,356 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.
  • 1,356 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.