Novare Capital Management’s Novo Nordisk NVO Stock Holding History

Novare 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	$246K	Buy	+5,123	New	+$220K	0.02%	193
2026 Q1	–	Sell	-5,585	Closed	-$284K	–	206
2025 Q4	$284K	Buy	5,585 +1,539	+38%	+$78.7K	0.02%	168
2025 Q3	$224K	Buy	4,046 +622	+18%	+$36.4K	0.02%	184
2025 Q2	$236K	Hold	3,424	–	–	0.02%	184
2025 Q1	$238K	Hold	3,424	–	–	0.02%	178
2024 Q4	$295K	Buy	3,424 +697	+26%	+$75.4K	0.02%	162
2024 Q3	$325K	Buy	2,727 +85	+3%	+$11.3K	0.03%	153
2024 Q2	$377K	Hold	2,642	–	–	0.03%	140
2024 Q1	$339K	Buy	+2,642	New	+$315K	0.03%	141

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Novare Capital Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 5,123 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Novare Capital Management previously reported a position in NVO as recently as Q4 2025.

Novare Capital Management first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $377K in Q2 2024. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Novare Capital Management held 5,123 shares of Novo Nordisk worth $246K as of Q2 2026.
Novo Nordisk was a new Novare Capital Management position in Q2 2026.
Novo Nordisk made up 0.02% of Novare Capital Management's portfolio in Q2 2026, its #193 holding.
Novare Capital Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
Novare Capital Management's Novo Nordisk position peaked at $377K in Q2 2024.
1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.