CSPIA
NVO

Cary Street Partners Investment Advisory’s Novo Nordisk NVO Stock Holding History

Cary Street Partners Investment Advisory’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 		$131K Buy
2,731
+1,454
+114% +$62.5K 0.03% 455
2026
Q1 		$46.9K Sell
1,277
-241
-16% -$11.4K 0.01% 551
2025
Q4 		$77.2K Buy
1,518
+338
+29% +$17.3K 0.02% 456
2025
Q3 		$65.5K Sell
1,180
-1,266
-52% -$74.1K 0.03% 411
2025
Q2 		$169K Buy
2,446
+320
+15% +$21.8K 0.08% 270
2025
Q1 		$148K Buy
2,126
+1,091
+105% +$90.1K 0.09% 256
2024
Q4 		$89K Sell
1,035
-4,813
-82% -$520K 0.06% 268
2024
Q3 		$696K Buy
5,848
+915
+19% +$122K 0.03% 428
2024
Q2 		$704K Buy
4,933
+289
+6% +$38.3K 0.03% 393
2024
Q1 		$596K Buy
4,644
+663
+17% +$78.9K 0.03% 422
2023
Q4 		$412K Buy
3,981
+204
+5% +$20.2K 0.02% 456
2023
Q3 		$343K Buy
3,777
+3
+0.1% +$264 0.02% 454
2023
Q2 		$305K Sell
3,774
-32
-0.8% -$2.61K 0.02% 436
2023
Q1 		$303K Sell
3,806
-48
-1% -$3.4K 0.02% 406
2022
Q4 		$261K Buy
+3,854
New +$226K 0.02% 424
2022
Q3 		– Sell
-3,394
Closed -$189K – 545
2022
Q2 		$189K Buy
+3,394
New +$188K 0.02% 427

Other funds holding NVO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's NVO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Novo Nordisk (NVO) stake by 114% in Q2 2026, buying an estimated $62.5K and bringing the position to 2,731 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #455.

Cary Street Partners Investment Advisory first reported a position in NVO in Q2 2022 and has held it in 16 quarters since. The position peaked at $704K in Q2 2024. 1,113 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,731 shares of Novo Nordisk worth $131K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,454 Novo Nordisk shares in Q2 2026, an estimated $62.5K.
  • Novo Nordisk made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #455 holding.
  • Cary Street Partners Investment Advisory first reported a position in Novo Nordisk in Q2 2022 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's Novo Nordisk position peaked at $704K in Q2 2024.
  • 1,113 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.