Capital Square
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Capital Square’s Novo Nordisk NVO Stock Holding History

Capital Square’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
Q3 		– Sell
-4,255
Closed -$211K – 257
2026
Q2 		$211K Sell
4,255
-1,270
-23% -$54.6K 0.09% 220
2026
Q1 		$227K Buy
+5,525
New +$262K 0.1% 204
2025
Q3 		– Sell
-8,778
Closed -$605K – 215
2025
Q2 		$605K Buy
+8,778
New +$597K 0.32% 86

Other funds holding NVO

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Capital Square's NVO Position: Q3 2026 in Review

Capital Square sold out of Novo Nordisk (NVO) in Q3 2026, closing a stake of 4,255 shares — an estimated $211K sold.

Capital Square first reported a position in NVO in Q2 2025 and held it in 3 quarters. The position peaked at $605K in Q2 2025. 431 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Capital Square reported no remaining Novo Nordisk position as of Q3 2026 after selling out during the quarter.
  • Capital Square sold 4,255 Novo Nordisk shares in Q3 2026, an estimated $211K.
  • Capital Square first reported a position in Novo Nordisk in Q2 2025 and held it in 3 quarters.
  • Capital Square's Novo Nordisk position peaked at $605K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.