CA
NVO

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
Q3 		$164K Sell
4,325
-1,016
-19% -$46.8K ﹤0.01% 923
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

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

CoreCap Advisors's NVO Position: Q3 2026 in Review

CoreCap Advisors reduced its Novo Nordisk (NVO) stake by 19% in Q3 2026, selling an estimated $46.8K and leaving 4,325 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

CoreCap Advisors first reported a position in NVO in Q4 2021 and has held it in 13 quarters since. The position peaked at $902K in Q3 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • CoreCap Advisors held 4,325 shares of Novo Nordisk worth $164K as of Q3 2026.
  • CoreCap Advisors sold 1,016 Novo Nordisk shares in Q3 2026, an estimated $46.8K.
  • Novo Nordisk made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #923 holding.
  • CoreCap Advisors first reported a position in Novo Nordisk in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Novo Nordisk position peaked at $902K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.