CAG
NVO

Crestwood Advisors Group’s Novo Nordisk NVO Stock Holding History

Crestwood Advisors Group’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 		$361K Buy
7,540
+1,891
+33% +$81.2K 0.01% 607
2026
Q1 		$208K Sell
5,649
-166
-3% -$7.87K ﹤0.01% 723
2025
Q4 		$296K Buy
5,815
+2,052
+55% +$105K ﹤0.01% 524
2025
Q3 		$209K Sell
3,763
-803
-18% -$47K ﹤0.01% 546
2025
Q2 		$315K Sell
4,566
-582
-11% -$39.6K 0.01% 435
2025
Q1 		$357K Sell
5,148
-313
-6% -$25.9K 0.01% 391
2024
Q4 		$470K Sell
5,461
-304
-5% -$32.9K 0.01% 314
2024
Q3 		$686K Buy
5,765
+77
+1% +$10.3K 0.01% 259
2024
Q2 		$812K Buy
5,688
+353
+7% +$46.8K 0.02% 236
2024
Q1 		$685K Buy
5,335
+2,633
+97% +$313K 0.02% 244
2023
Q4 		$280K Buy
2,702
+338
+14% +$33.4K 0.01% 335
2023
Q3 		$215K Buy
+2,364
New +$208K 0.01% 336

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

Crestwood Advisors Group's NVO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Novo Nordisk (NVO) stake by 33% in Q2 2026, buying an estimated $81.2K and bringing the position to 7,540 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #607.

Crestwood Advisors Group first reported a position in NVO in Q3 2023 and has held it in 12 quarters since. The position peaked at $812K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Crestwood Advisors Group held 7,540 shares of Novo Nordisk worth $361K as of Q2 2026.
  • Crestwood Advisors Group bought 1,891 Novo Nordisk shares in Q2 2026, an estimated $81.2K.
  • Novo Nordisk made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #607 holding.
  • Crestwood Advisors Group first reported a position in Novo Nordisk in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Novo Nordisk position peaked at $812K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.