Colorado Capital Management’s Novo Nordisk NVO Stock Holding History

Colorado 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	$211K	Buy	+4,400	New	+$189K	0.07%	100
2026 Q1	–	Sell	-4,209	Closed	-$214K	–	109
2025 Q4	$214K	Hold	4,209	–	–	0.08%	99
2025 Q3	$234K	Sell	4,209 -20	-0.5%	-$1.17K	0.09%	96
2025 Q2	$292K	Hold	4,229	–	–	0.13%	85
2025 Q1	$294K	Hold	4,229	–	–	0.14%	80
2024 Q4	$364K	Buy	4,229 +589	+16%	+$63.7K	0.18%	74
2024 Q3	$433K	Sell	3,640 -22	-0.6%	-$2.93K	0.21%	70
2024 Q2	$523K	Hold	3,662	–	–	0.29%	68
2024 Q1	$470K	Hold	3,662	–	–	0.27%	61
2023 Q4	$379K	Hold	3,662	–	–	0.25%	57
2023 Q3	$333K	Hold	3,662	–	–	0.25%	58
2023 Q2	$296K	Hold	3,662	–	–	0.22%	58
2023 Q1	$291K	Hold	3,662	–	–	0.23%	62
2022 Q4	$247K	Hold	3,662	–	–	0.21%	66
2022 Q3	$182K	Hold	3,662	–	–	0.16%	68
2022 Q2	$204K	Hold	3,662	–	–	0.17%	68
2022 Q1	$203K	Hold	3,662	–	–	0.15%	71
2021 Q4	$206K	Buy	+3,662	New	+$198K	0.14%	75

Other funds holding NVO

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Colorado Capital Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 4,400 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #100 among its holdings. This is a return to the name: Colorado Capital Management previously reported a position in NVO as recently as Q4 2025.

Colorado Capital Management first reported a position in NVO in Q4 2021 and has held it in 18 quarters since. The position peaked at $523K in Q2 2024. 580 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Colorado Capital Management held 4,400 shares of Novo Nordisk worth $211K as of Q2 2026.
Novo Nordisk was a new Colorado Capital Management position in Q2 2026.
Novo Nordisk made up 0.07% of Colorado Capital Management's portfolio in Q2 2026, its #100 holding.
Colorado Capital Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 18 quarters since.
Colorado Capital Management's Novo Nordisk position peaked at $523K in Q2 2024.
580 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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