CCM
NVO

Cohen Capital Management’s Novo Nordisk NVO Stock Holding History

Cohen Capital Management’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 		$542K Buy
11,312
+1,000
+10% +$43K 0.07% 116
2026
Q1 		$379K Hold
10,312
– – 0.06% 126
2025
Q4 		$525K Buy
10,312
+1,500
+17% +$76.7K 0.08% 113
2025
Q3 		$489K Hold
8,812
– – 0.08% 116
2025
Q2 		$608K Buy
8,812
+2,600
+42% +$177K 0.1% 110
2025
Q1 		$431K Buy
6,212
+3,570
+135% +$295K 0.07% 120
2024
Q4 		$227K Buy
+2,642
New +$286K 0.04% 144

Other funds holding NVO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Cohen Capital Management's NVO Position: Q2 2026 in Review

Cohen Capital Management increased its Novo Nordisk (NVO) stake by 9.7% in Q2 2026, buying an estimated $43K and bringing the position to 11,312 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #116.

Cohen Capital Management first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q2 2025. 603 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Cohen Capital Management held 11,312 shares of Novo Nordisk worth $542K as of Q2 2026.
  • Cohen Capital Management bought 1,000 Novo Nordisk shares in Q2 2026, an estimated $43K.
  • Novo Nordisk made up 0.07% of Cohen Capital Management's portfolio in Q2 2026, its #116 holding.
  • Cohen Capital Management first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Cohen Capital Management's Novo Nordisk position peaked at $608K in Q2 2025.
  • 603 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.