KCM
NVO

Kathmere Capital Management’s Novo Nordisk NVO Stock Holding History

Kathmere 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 		$560K Buy
11,681
+3,716
+47% +$160K 0.03% 376
2026
Q1 		$293K Buy
7,965
+2,179
+38% +$103K 0.02% 474
2025
Q4 		$294K Sell
5,786
-1,876
-24% -$95.9K 0.02% 428
2025
Q3 		$425K Sell
7,662
-1,337
-15% -$78.3K 0.03% 322
2025
Q2 		$621K Sell
8,999
-6,031
-40% -$410K 0.05% 241
2025
Q1 		$1.04M Sell
15,030
-5,130
-25% -$424K 0.09% 143
2024
Q4 		$1.73M Sell
20,160
-1,489
-7% -$161K 0.16% 94
2024
Q3 		$2.58M Buy
21,649
+1,739
+9% +$232K 0.24% 72
2024
Q2 		$2.84M Sell
19,910
-854
-4% -$113K 0.3% 57
2024
Q1 		$2.67M Buy
20,764
+2,560
+14% +$305K 0.3% 55
2023
Q4 		$1.88M Sell
18,204
-72
-0.4% -$7.12K 0.24% 60
2023
Q3 		$1.66M Buy
18,276
+1,964
+12% +$173K 0.25% 65
2023
Q2 		$1.32M Buy
16,312
+112
+0.7% +$9.15K 0.21% 60
2023
Q1 		$1.29M Buy
16,200
+2,158
+15% +$153K 0.21% 59
2022
Q4 		$950K Buy
14,042
+2,274
+19% +$133K 0.17% 71
2022
Q3 		$586K Buy
11,768
+3,382
+40% +$181K 0.12% 78
2022
Q2 		$467K Buy
8,386
+3,942
+89% +$219K 0.09% 84
2022
Q1 		$247K Buy
+4,444
New +$228K 0.04% 149

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

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

Kathmere Capital Management increased its Novo Nordisk (NVO) stake by 47% in Q2 2026, buying an estimated $160K and bringing the position to 11,681 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #376.

Kathmere Capital Management first reported a position in NVO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.84M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Kathmere Capital Management held 11,681 shares of Novo Nordisk worth $560K as of Q2 2026.
  • Kathmere Capital Management bought 3,716 Novo Nordisk shares in Q2 2026, an estimated $160K.
  • Novo Nordisk made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #376 holding.
  • Kathmere Capital Management first reported a position in Novo Nordisk in Q1 2022 and has held it in 18 quarters since.
  • Kathmere Capital Management's Novo Nordisk position peaked at $2.84M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.