Cox Capital Management’s Novo Nordisk NVO Stock Holding History

Cox 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	$836K	Sell	17,429 -29,325	-63%	-$1.26M	0.47%	60
2026 Q1	$1.72M	Buy	46,754 +19,854	+74%	+$941K	1.14%	31
2025 Q4	$1.6M	Buy	26,900 +1,768	+7%	+$90.4K	1%	29
2025 Q3	$1.39M	Buy	25,132 +59	+0.2%	+$3.45K	0.91%	36
2025 Q2	$1.73M	Sell	25,073 -382	-2%	-$26K	1.18%	33
2025 Q1	$1.77M	Buy	25,455 +11,363	+81%	+$938K	1.29%	32
2024 Q4	$1.21M	Sell	14,092 -1,348	-9%	-$146K	0.78%	42
2024 Q3	$1.84M	Buy	+15,440	New	+$2.06M	1.1%	39

Other funds holding NVO

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Cox Capital Management reduced its Novo Nordisk (NVO) stake by 63% in Q2 2026, selling an estimated $1.26M and leaving 17,429 shares worth $836K. The position accounts for 0.47% of the portfolio, ranked #60.

Cox Capital Management first reported a position in NVO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q3 2024. 549 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Cox Capital Management held 17,429 shares of Novo Nordisk worth $836K as of Q2 2026.
Cox Capital Management sold 29,325 Novo Nordisk shares in Q2 2026, an estimated $1.26M.
Novo Nordisk made up 0.47% of Cox Capital Management's portfolio in Q2 2026, its #60 holding.
Cox Capital Management first reported a position in Novo Nordisk in Q3 2024 and has held it in 8 quarters since.
Cox Capital Management's Novo Nordisk position peaked at $1.84M in Q3 2024.
549 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.