Capital Management Associates Inc’s Novo Nordisk NVO Stock Holding History

Capital Management Associates Inc’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
2025 Q4	–	Sell	-5,410	Closed	-$300K	–	161
2025 Q3	$300K	Hold	5,410	–	–	0.08%	110
2025 Q2	$373K	Buy	+5,410	New	+$368K	0.12%	88
2025 Q1	–	Sell	-3,180	Closed	-$274K	–	138
2024 Q4	$274K	Sell	3,180 -119	-4%	-$12.9K	0.1%	87
2024 Q3	$393K	Buy	3,299 +119	+4%	+$15.9K	0.16%	72
2024 Q2	$454K	Hold	3,180	–	–	0.27%	52
2024 Q1	$408K	Buy	+3,180	New	+$379K	0.3%	48

Other funds holding NVO

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Management Associates Inc's NVO Position: Q4 2025 in Review

Capital Management Associates Inc sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 5,410 shares — an estimated $300K sold.

Capital Management Associates Inc first reported a position in NVO in Q1 2024 and held it in 6 quarters. The position peaked at $454K in Q2 2024. 1,416 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

Capital Management Associates Inc reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
Capital Management Associates Inc sold 5,410 Novo Nordisk shares in Q4 2025, an estimated $300K.
Capital Management Associates Inc first reported a position in Novo Nordisk in Q1 2024 and held it in 6 quarters.
Capital Management Associates Inc's Novo Nordisk position peaked at $454K in Q2 2024.
1,416 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Capital Management Associates Inc's 13F filing for Q4 2025, filed 21 Jan 2026.