CSIC
NVO

Clifford Swan Investment Counsel’s Novo Nordisk NVO Stock Holding History

Clifford Swan Investment Counsel’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 		$11.9M Buy
324,741
+5,680
+2% +$269K 0.41% 71
2025
Q4 		$16.2M Buy
319,061
+7,893
+3% +$404K 0.54% 53
2025
Q3 		$17.3M Buy
311,168
+37,453
+14% +$2.19M 0.57% 50
2025
Q2 		$18.9M Buy
273,715
+84,043
+44% +$5.72M 0.67% 44
2025
Q1 		$13.2M Sell
189,672
-828
-0.4% -$68.4K 0.49% 64
2024
Q4 		$16.4M Sell
190,500
-3,263
-2% -$353K 0.59% 55
2024
Q3 		$23.1M Sell
193,763
-1,355
-0.7% -$181K 0.82% 37
2024
Q2 		$27.9M Sell
195,118
-4,252
-2% -$563K 1.04% 26
2024
Q1 		$25.6M Sell
199,370
-10,906
-5% -$1.3M 0.95% 29
2023
Q4 		$21.8M Sell
210,276
-1,791
-0.8% -$177K 0.85% 35
2023
Q3 		$19.3M Sell
212,067
-1,683
-0.8% -$148K 0.81% 40
2023
Q2 		$17.3M Sell
213,750
-3,190
-1% -$261K 0.7% 45
2023
Q1 		$17.3M Sell
216,940
-4,162
-2% -$295K 0.72% 43
2022
Q4 		$15M Sell
221,102
-3,270
-1% -$192K 0.65% 51
2022
Q3 		$11.2M Sell
224,372
-3,630
-2% -$194K 0.52% 60
2022
Q2 		$12.7M Sell
228,002
-460
-0.2% -$25.5K 0.55% 56
2022
Q1 		$12.7M Sell
228,462
-886
-0.4% -$45.5K 0.47% 61
2021
Q4 		$12.8M Sell
229,348
-2,540
-1% -$138K 0.45% 65
2021
Q3 		$12.7M Buy
231,888
+1,670
+0.7% +$80.7K 0.47% 68
2021
Q2 		$11.3M Sell
230,218
-3,060
-1% -$119K 0.43% 70
2021
Q1 		$7.86M Sell
233,278
-3,272
-1% -$117K 0.32% 89
2020
Q4 		$8.26M Sell
236,550
-5,528
-2% -$191K 0.36% 78
2020
Q3 		$8.4M Sell
242,078
-7,416
-3% -$247K 0.4% 74
2020
Q2 		$8.17M Sell
249,494
-5,166
-2% -$165K 0.42% 75
2020
Q1 		$7.67M Sell
254,660
-6,450
-2% -$192K 0.47% 69
2019
Q4 		$7.56M Sell
261,110
-19,586
-7% -$542K 0.37% 84
2019
Q3 		$7.26M Sell
280,696
-8,976
-3% -$227K 0.38% 82
2019
Q2 		$7.39M Sell
289,672
-36,230
-11% -$895K 0.39% 83
2019
Q1 		$8.52M Sell
325,902
-22,470
-6% -$552K 0.46% 71
2018
Q4 		$8.03M Sell
348,372
-16,220
-4% -$360K 0.49% 67
2018
Q3 		$8.59M Sell
364,592
-36,754
-9% -$897K 0.45% 74
2018
Q2 		$9.26M Sell
401,346
-52,938
-12% -$1.26M 0.52% 67
2018
Q1 		$11.2M Sell
454,284
-104,956
-19% -$2.76M 0.63% 56
2017
Q4 		$15M Buy
559,240
+18,772
+3% +$477K 0.82% 43
2017
Q3 		$13M Sell
540,468
-11,590
-2% -$262K 0.79% 43
2017
Q2 		$11.8M Sell
552,058
-39,930
-7% -$806K 0.74% 48
2017
Q1 		$10.1M Buy
591,988
+20,888
+4% +$364K 0.65% 53
2016
Q4 		$10.2M Buy
571,100
+58,264
+11% +$1.06M 0.69% 52
2016
Q3 		$10.7M Buy
512,836
+70,810
+16% +$1.76M 0.72% 50
2016
Q2 		$11.9M Sell
442,026
-5,752
-1% -$158K 0.82% 43
2016
Q1 		$12.1M Sell
447,778
-422
-0.1% -$11.3K 0.82% 41
2015
Q4 		$13M Sell
448,200
-1,710
-0.4% -$47.3K 0.89% 35
2015
Q3 		$12.2M Sell
449,910
-4,230
-0.9% -$120K 0.87% 41
2015
Q2 		$12.4M Sell
454,140
-22,750
-5% -$640K 0.84% 45
2015
Q1 		$12.7M Buy
476,890
+84,940
+22% +$1.96M 0.84% 43
2014
Q4 		$8.29M Buy
391,950
+1,410
+0.4% +$31.5K 0.55% 52
2014
Q3 		$9.3M Sell
390,540
-530
-0.1% -$12.2K 0.63% 49
2014
Q2 		$9.03M Sell
391,070
-6,470
-2% -$143K 0.61% 54
2014
Q1 		$9.07M Buy
397,540
+3,040
+0.8% +$64.8K 0.64% 50
2013
Q4 		$7.29M Buy
394,500
+246,700
+167% +$4.3M 0.53% 55
2013
Q3 		$2.5M Buy
147,800
+115,900
+363% +$1.95M 0.2% 93
2013
Q2 		$494K Buy
+31,900
New +$531K 0.04% 161

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 $147M AUM 25.76% 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

Clifford Swan Investment Counsel's NVO Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Novo Nordisk (NVO) stake by 1.8% in Q1 2026, buying an estimated $269K and bringing the position to 324,741 shares worth $11.9M. The position accounts for 0.41% of the portfolio, ranked #71.

Clifford Swan Investment Counsel first reported a position in NVO in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.9M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Clifford Swan Investment Counsel held 324,741 shares of Novo Nordisk worth $11.9M as of Q1 2026.
  • Clifford Swan Investment Counsel bought 5,680 Novo Nordisk shares in Q1 2026, an estimated $269K.
  • Novo Nordisk made up 0.41% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #71 holding.
  • Clifford Swan Investment Counsel first reported a position in Novo Nordisk in Q2 2013 and has held it in 52 quarters since.
  • Clifford Swan Investment Counsel's Novo Nordisk position peaked at $27.9M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.