ECM
NVO

Evergreen Capital Management’s Novo Nordisk NVO Stock Holding History

Evergreen 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 		– Hold
0
– -$3.67K – 1632
2026
Q1 		– Sell
-100
Closed -$4.74K – 1506
2025
Q4 		$5.09K Buy
+100
New +$5.11K ﹤0.01% 1416
2025
Q3 		– Hold
0
– – – 1318

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Truist Financial
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
GA
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
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
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

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

Evergreen Capital Management increased its Novo Nordisk (NVO) stake by 96% in Q2 2026, buying an estimated $1.81M and bringing the position to 85,847 shares worth $4.12M. The position accounts for 0.07% of the portfolio, ranked #235.

Evergreen Capital Management first reported a position in NVO in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.8M in Q2 2025. 516 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Evergreen Capital Management held 85,847 shares of Novo Nordisk worth $4.12M as of Q2 2026.
  • Evergreen Capital Management bought 42,061 Novo Nordisk shares in Q2 2026, an estimated $1.81M.
  • Novo Nordisk made up 0.07% of Evergreen Capital Management's portfolio in Q2 2026, its #235 holding.
  • Evergreen Capital Management first reported a position in Novo Nordisk in Q1 2018 and has held it in 34 quarters since.
  • Evergreen Capital Management's Novo Nordisk position peaked at $11.8M in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.