Evergreen Capital Management’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Sell
43,786
-130,740
-75% -$6.19M 0.04% 357
2025
Q4
$8.88M Sell
174,526
-17,902
-9% -$915K 0.2% 122
2025
Q3
$10.7M Buy
192,428
+21,080
+12% +$1.23M 0.25% 101
2025
Q2
$11.8M Buy
171,348
+19,955
+13% +$1.36M 0.36% 77
2025
Q1
$10.7M Buy
151,393
+119,688
+378% +$9.89M 0.36% 73
2024
Q4
$2.73M Buy
31,705
+2,148
+7% +$232K 0.09% 213
2024
Q3
$3.52M Buy
29,557
+250
+0.9% +$33.3K 0.12% 190
2024
Q2
$4.18M Buy
29,307
+1,710
+6% +$227K 0.15% 157
2024
Q1
$3.57M Buy
27,597
+145
+0.5% +$17.3K 0.13% 171
2023
Q4
$2.84M Sell
27,452
-313
-1% -$31K 0.12% 194
2023
Q3
$2.52M Buy
27,765
+397
+1% +$35K 0.11% 198
2023
Q2
$2.21M Buy
27,368
+564
+2% +$46.1K 0.09% 206
2023
Q1
$2.14M Buy
26,804
+2,736
+11% +$194K 0.1% 206
2022
Q4
$1.63M Sell
24,068
-628
-3% -$36.8K 0.08% 230
2022
Q3
$1.23M Buy
24,696
+798
+3% +$42.7K 0.06% 242
2022
Q2
$1.33M Buy
23,898
+3,076
+15% +$171K 0.07% 231
2022
Q1
$1.16M Buy
20,822
+1,334
+7% +$68.5K 0.05% 270
2021
Q4
$1.09M Buy
19,488
+588
+3% +$31.9K 0.04% 272
2021
Q3
$907K Buy
18,900
+582
+3% +$28.1K 0.04% 293
2021
Q2
$767K Buy
18,318
+1,078
+6% +$41.8K 0.04% 291
2021
Q1
$581K Buy
17,240
+2,028
+13% +$72.2K 0.03% 304
2020
Q4
$531K Buy
15,212
+1,100
+8% +$38K 0.03% 280
2020
Q3
$490K Buy
14,112
+492
+4% +$16.4K 0.03% 265
2020
Q2
$446K Sell
13,620
-3,184
-19% -$102K 0.03% 254
2020
Q1
$506K Sell
16,804
-1,578
-9% -$47K 0.05% 217
2019
Q4
$532K Sell
18,382
-216
-1% -$5.98K 0.04% 243
2019
Q3
$481K Buy
18,598
+4,632
+33% +$117K 0.04% 230
2019
Q2
$356K Buy
13,966
+2,644
+23% +$65.3K 0.03% 280
2019
Q1
$296K Sell
11,322
-1,472
-12% -$36.2K 0.03% 289
2018
Q4
$295K Buy
12,794
+234
+2% +$5.2K 0.03% 273
2018
Q3
$296K Buy
12,560
+278
+2% +$6.78K 0.03% 291
2018
Q2
$283K Buy
12,282
+208
+2% +$4.94K 0.03% 288
2018
Q1
$297K Buy
+12,074
New +$317K 0.03% 268

Other funds holding NVO

Evergreen Capital Management's NVO Position: Q1 2026 in Review

Evergreen Capital Management reduced its Novo Nordisk (NVO) stake by 75% in Q1 2026, selling an estimated $6.19M and leaving 43,786 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #357.

Evergreen Capital Management first reported a position in NVO in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.8M in Q2 2025. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Evergreen Capital Management held 43,786 shares of Novo Nordisk worth $1.67M as of Q1 2026.
  • Evergreen Capital Management sold 130,740 Novo Nordisk shares in Q1 2026, an estimated $6.19M.
  • Novo Nordisk made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #357 holding.
  • Evergreen Capital Management first reported a position in Novo Nordisk in Q1 2018 and has held it in 33 quarters since.
  • Evergreen Capital Management's Novo Nordisk position peaked at $11.8M in Q2 2025.
  • 1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.