Gallagher Capital Advisors’s Novo Nordisk NVO Stock Holding History

Gallagher Capital Advisors’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	$298K	Sell	6,224 -115	-2%	-$4.94K	0.17%	63
2026 Q1	$233K	Buy	6,339 +91	+1%	+$4.31K	0.16%	62
2025 Q4	$318K	Sell	6,248 -835	-12%	-$42.7K	0.21%	57
2025 Q3	$345K	Buy	7,083 +190	+3%	+$11.1K	0.2%	57
2025 Q2	$372K	Sell	6,893 -12,171	-64%	-$828K	0.3%	46
2025 Q1	$1.32M	Buy	19,064 +3,780	+25%	+$312K	1.01%	27
2024 Q4	$1.31M	Buy	+15,284	New	+$1.65M	0.96%	26

Other funds holding NVO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gallagher Capital Advisors's NVO Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Novo Nordisk (NVO) stake by 1.8% in Q2 2026, selling an estimated $4.94K and leaving 6,224 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #63.

Gallagher Capital Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 684 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Gallagher Capital Advisors held 6,224 shares of Novo Nordisk worth $298K as of Q2 2026.
Gallagher Capital Advisors sold 115 Novo Nordisk shares in Q2 2026, an estimated $4.94K.
Novo Nordisk made up 0.17% of Gallagher Capital Advisors's portfolio in Q2 2026, its #63 holding.
Gallagher Capital Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
Gallagher Capital Advisors's Novo Nordisk position peaked at $1.32M in Q1 2025.
684 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.