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
Q2 		$8.85M Buy
184,608
+7,185
+4% +$309K 1.36% 16
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 $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

Stamos Capital Partners's NVO Position: Q2 2026 in Review

Stamos Capital Partners increased its Novo Nordisk (NVO) stake by 4% in Q2 2026, buying an estimated $309K and bringing the position to 184,608 shares worth $8.85M. The position accounts for 1.36% of the portfolio, ranked #16.

Stamos Capital Partners first reported a position in NVO in Q4 2023 and has held it in 11 quarters since. 1,355 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Stamos Capital Partners held 184,608 shares of Novo Nordisk worth $8.85M as of Q2 2026.
  • Stamos Capital Partners bought 7,185 Novo Nordisk shares in Q2 2026, an estimated $309K.
  • Novo Nordisk made up 1.36% of Stamos Capital Partners's portfolio in Q2 2026, its #16 holding.
  • Stamos Capital Partners first reported a position in Novo Nordisk in Q4 2023 and has held it in 11 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.