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
Q2 		$2.29M Sell
47,778
-50,768
-52% -$2.18M ﹤0.01% 695
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 $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
F
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

Capstone Investment Advisors's NVO Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Novo Nordisk (NVO) stake by 52% in Q2 2026, selling an estimated $2.18M and leaving 47,778 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Capstone Investment Advisors first reported a position in NVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Capstone Investment Advisors held 47,778 shares of Novo Nordisk worth $2.29M as of Q2 2026.
  • Capstone Investment Advisors sold 50,768 Novo Nordisk shares in Q2 2026, an estimated $2.18M.
  • Novo Nordisk made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #695 holding.
  • Capstone Investment Advisors first reported a position in Novo Nordisk in Q2 2025 and has held it in 5 quarters since.
  • Capstone Investment Advisors's Novo Nordisk position peaked at $10.4M in Q2 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.