Coastal Bridge Advisors’s Novo Nordisk NVO Stock Holding History

Coastal Bridge 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	$311K	Sell	6,495 -2,780	-30%	-$119K	0.02%	389
2026 Q1	$341K	Buy	+9,275	New	+$439K	0.02%	361
2025 Q2	–	Sell	-19,314	Closed	-$1.34M	–	457
2025 Q1	$1.34M	Buy	+19,314	New	+$1.6M	0.12%	165

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

Coastal Bridge Advisors's NVO Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Novo Nordisk (NVO) stake by 30% in Q2 2026, selling an estimated $119K and leaving 6,495 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #389.

Coastal Bridge Advisors first reported a position in NVO in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2025. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Coastal Bridge Advisors held 6,495 shares of Novo Nordisk worth $311K as of Q2 2026.
Coastal Bridge Advisors sold 2,780 Novo Nordisk shares in Q2 2026, an estimated $119K.
Novo Nordisk made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #389 holding.
Coastal Bridge Advisors first reported a position in Novo Nordisk in Q1 2025 and has held it in 3 quarters since.
Coastal Bridge Advisors's Novo Nordisk position peaked at $1.34M in Q1 2025.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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