CoreCap Advisors’s Novo Nordisk NVO Stock Holding History

CoreCap 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	$256K	Buy	5,341 +242	+5%	+$10.4K	0.01%	763
2026 Q1	$187K	Sell	5,099 -2,957	-37%	-$140K	0.01%	825
2025 Q4	$410K	Buy	8,056 +2,614	+48%	+$134K	0.01%	561
2025 Q3	$302K	Sell	5,442 -1,930	-26%	-$113K	0.01%	672
2025 Q2	$509K	Buy	7,372 +809	+12%	+$55K	0.02%	510
2025 Q1	$456K	Sell	6,563 -464	-7%	-$38.3K	0.02%	494
2024 Q4	$604K	Sell	7,027 -548	-7%	-$59.3K	0.03%	430
2024 Q3	$902K	Buy	+7,575	New	+$1.01M	0.04%	339
2024 Q2	–	Sell	-6,576	Closed	-$844K	–	2273
2024 Q1	$844K	Buy	+6,576	New	+$783K	0.04%	317
2022 Q4	$142K	Buy	+2,094	New	+$123K	0.01%	617
2022 Q3	–	Sell	-1,816	Closed	-$101K	–	1553
2022 Q2	$101K	Buy	+1,816	New	+$101K	0.01%	681
2022 Q1	–	Sell	-1,996	Closed	-$112K	–	1545
2021 Q4	$112K	Buy	+1,996	New	+$108K	0.01%	715

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

CoreCap Advisors's NVO Position: Q2 2026 in Review

CoreCap Advisors increased its Novo Nordisk (NVO) stake by 4.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 5,341 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #763.

CoreCap Advisors first reported a position in NVO in Q4 2021 and has held it in 12 quarters since. The position peaked at $902K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

CoreCap Advisors held 5,341 shares of Novo Nordisk worth $256K as of Q2 2026.
CoreCap Advisors bought 242 Novo Nordisk shares in Q2 2026, an estimated $10.4K.
Novo Nordisk made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #763 holding.
CoreCap Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Novo Nordisk position peaked at $902K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.