LCGC
NVO

Legacy Capital Group California’s Novo Nordisk NVO Stock Holding History

Legacy Capital Group California’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 		$494K Buy
10,299
+205
+2% +$8.81K 0.15% 201
2026
Q1 		$371K Sell
10,094
-9,600
-49% -$455K 0.14% 211
2025
Q4 		$1M Buy
19,694
+560
+3% +$28.6K 0.24% 106
2025
Q3 		$1.06M Buy
19,134
+8,031
+72% +$470K 0.27% 93
2025
Q2 		$766K Sell
11,103
-3,177
-22% -$216K 0.21% 123
2025
Q1 		$992K Buy
14,280
+7,778
+120% +$642K 0.35% 61
2024
Q4 		$559K Sell
6,502
-1,108
-15% -$120K 0.17% 158
2024
Q3 		$906K Sell
7,610
-6,999
-48% -$933K 0.3% 89
2024
Q2 		$2.09M Sell
14,609
-669
-4% -$88.7K 0.75% 21
2024
Q1 		$1.96M Sell
15,278
-235
-2% -$28K 0.72% 22
2023
Q4 		$1.6M Sell
15,513
-483
-3% -$47.8K 0.62% 26
2023
Q3 		$1.45M Buy
15,996
+9,044
+130% +$797K 0.62% 26
2023
Q2 		$563K Buy
6,952
+2,688
+63% +$220K 0.23% 130
2023
Q1 		$339K Buy
+4,264
New +$302K 0.17% 175

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

Legacy Capital Group California's NVO Position: Q2 2026 in Review

Legacy Capital Group California increased its Novo Nordisk (NVO) stake by 2% in Q2 2026, buying an estimated $8.81K and bringing the position to 10,299 shares worth $494K. The position accounts for 0.15% of the portfolio, ranked #201.

Legacy Capital Group California first reported a position in NVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.09M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Legacy Capital Group California held 10,299 shares of Novo Nordisk worth $494K as of Q2 2026.
  • Legacy Capital Group California bought 205 Novo Nordisk shares in Q2 2026, an estimated $8.81K.
  • Novo Nordisk made up 0.15% of Legacy Capital Group California's portfolio in Q2 2026, its #201 holding.
  • Legacy Capital Group California first reported a position in Novo Nordisk in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Novo Nordisk position peaked at $2.09M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.