CAM
NVO

Costello Asset Management’s Novo Nordisk NVO Stock Holding History

Costello Asset 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 		$28.8K Hold
600
– – 0.01% 343
2026
Q1 		$22.1K Buy
600
+97
+19% +$4.6K 0.01% 368
2025
Q4 		$25.6K Sell
503
-418
-45% -$21.4K 0.01% 343
2025
Q3 		$51.1K Sell
921
-185
-17% -$10.8K 0.02% 236
2025
Q2 		$76.3K Sell
1,106
-512
-32% -$34.8K 0.03% 185
2025
Q1 		$112K Sell
1,618
-14,886
-90% -$1.23M 0.05% 141
2024
Q4 		$1.42M Sell
16,504
-13,176
-44% -$1.42M 0.94% 40
2024
Q3 		$3.53M Buy
29,680
+3,796
+15% +$506K 2.36% 14
2024
Q2 		$3.69M Buy
25,884
+13,344
+106% +$1.77M 2.75% 12
2024
Q1 		$1.61M Buy
+12,540
New +$1.49M 1.15% 26

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Costello Asset Management's NVO Position: Q2 2026 in Review

Costello Asset Management held its Novo Nordisk (NVO) position steady in Q2 2026 at 600 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #343.

Costello Asset Management first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.69M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Costello Asset Management held 600 shares of Novo Nordisk worth $28.8K as of Q2 2026.
  • Costello Asset Management left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #343 holding.
  • Costello Asset Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • Costello Asset Management's Novo Nordisk position peaked at $3.69M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.