SCP
NVO

Stamos Capital Partners’s Novo Nordisk NVO Stock Holding History

Stamos Capital Partners’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
Q1 		$6.52M Buy
177,423
+39,825
+29% +$1.89M 1.02% 23
2025
Q4 		$7M Buy
137,598
+14,059
+11% +$719K 1.13% 22
2025
Q3 		$6.86M Buy
123,539
+39,761
+47% +$2.33M 1.29% 19
2025
Q2 		$5.78M Buy
83,778
+51,364
+158% +$3.49M 1.04% 26
2025
Q1 		$2.25M Buy
32,414
+15,134
+88% +$1.25M 0.59% 52
2024
Q4 		$1.49M Buy
17,280
+15,200
+731% +$1.64M 0.35% 90
2024
Q3 		$248K Sell
2,080
-1,450
-41% -$193K 0.06% 126
2024
Q2 		$504K Sell
3,530
-350
-9% -$46.4K 0.11% 127
2024
Q1 		$498K Sell
3,880
-1,190
-23% -$142K 0.11% 110
2023
Q4 		$524K Buy
+5,070
New +$501K 0.14% 93

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Stamos Capital Partners's NVO Position: Q1 2026 in Review

Stamos Capital Partners increased its Novo Nordisk (NVO) stake by 29% in Q1 2026, buying an estimated $1.89M and bringing the position to 177,423 shares worth $6.52M. The position accounts for 1.02% of the portfolio, ranked #23.

Stamos Capital Partners first reported a position in NVO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7M in Q4 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Stamos Capital Partners held 177,423 shares of Novo Nordisk worth $6.52M as of Q1 2026.
  • Stamos Capital Partners bought 39,825 Novo Nordisk shares in Q1 2026, an estimated $1.89M.
  • Novo Nordisk made up 1.02% of Stamos Capital Partners's portfolio in Q1 2026, its #23 holding.
  • Stamos Capital Partners first reported a position in Novo Nordisk in Q4 2023 and has held it in 10 quarters since.
  • Stamos Capital Partners's Novo Nordisk position peaked at $7M in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.