Cavalier Investments’s Novo Nordisk NVO Stock Holding History

Cavalier Investments’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	–	Sell	-10,049	Closed	-$476K	–	127
2025 Q4	$511K	Sell	10,049 -31,488	-76%	-$1.61M	0.03%	79
2025 Q3	$2M	Buy	41,537 +18,608	+81%	+$1.09M	0.16%	67
2025 Q2	$1.58M	Sell	22,929 -460	-2%	-$31.3K	0.48%	45
2025 Q1	$1.62M	Sell	23,389 -40	-0.2%	-$3.3K	0.55%	45
2024 Q4	$2.02M	Buy	23,429 +960	+4%	+$104K	0.67%	33
2024 Q3	$2.68M	Buy	22,469 +1,380	+7%	+$184K	0.82%	35
2024 Q2	$3.01M	Buy	21,089 +10,310	+96%	+$1.37M	0.93%	28
2024 Q1	$1.38M	Buy	10,779 +569	+6%	+$67.7K	0.51%	50
2023 Q4	$1.06M	Buy	+10,210	New	+$1.01M	0.39%	58

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cavalier Investments's NVO Position: Q1 2026 in Review

Cavalier Investments sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 10,049 shares — an estimated $476K sold.

Cavalier Investments first reported a position in NVO in Q4 2023 and held it in 9 quarters. The position peaked at $3.01M in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Cavalier Investments reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Cavalier Investments sold 10,049 Novo Nordisk shares in Q1 2026, an estimated $476K.
Cavalier Investments first reported a position in Novo Nordisk in Q4 2023 and held it in 9 quarters.
Cavalier Investments's Novo Nordisk position peaked at $3.01M in Q2 2024.
1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.