Capstone Investment Advisors
NVO

Capstone Investment Advisors’s Novo Nordisk NVO Stock Holding History

Capstone 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 		$3.62M Buy
98,546
+88,827
+914% +$4.21M 0.01% 493
2025
Q4 		$495K Buy
9,719
+6,034
+164% +$309K ﹤0.01% 1152
2025
Q3 		$204K Sell
3,685
-146,315
-98% -$8.56M ﹤0.01% 1820
2025
Q2 		$10.4M Buy
+150,000
New +$10.2M 0.03% 239

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capstone Investment Advisors's NVO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Novo Nordisk (NVO) stake by 914% in Q1 2026, buying an estimated $4.21M and bringing the position to 98,546 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #493.

Capstone Investment Advisors first reported a position in NVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.4M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Capstone Investment Advisors held 98,546 shares of Novo Nordisk worth $3.62M as of Q1 2026.
  • Capstone Investment Advisors bought 88,827 Novo Nordisk shares in Q1 2026, an estimated $4.21M.
  • Novo Nordisk made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #493 holding.
  • Capstone Investment Advisors first reported a position in Novo Nordisk in Q2 2025 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Novo Nordisk position peaked at $10.4M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.