SCA
NVO

Stokes Capital Advisors’s Novo Nordisk NVO Stock Holding History

Stokes Capital Advisors’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 		$412K Hold
8,600
– – 0.09% 82
2026
Q1 		$316K Sell
8,600
-885
-9% -$41.9K 0.07% 79
2025
Q4 		$483K Sell
9,485
-6,175
-39% -$316K 0.11% 65
2025
Q3 		$869K Sell
15,660
-54,069
-78% -$3.16M 0.2% 55
2025
Q2 		$4.81M Buy
69,729
+7,127
+11% +$485K 1.18% 44
2025
Q1 		$4.35M Buy
62,602
+48,947
+358% +$4.04M 1.11% 44
2024
Q4 		$1.17M Buy
13,655
+920
+7% +$99.5K 0.3% 53
2024
Q3 		$1.52M Sell
12,735
-50
-0.4% -$6.67K 0.39% 51
2024
Q2 		$1.82M Buy
12,785
+1,605
+14% +$213K 0.51% 51
2024
Q1 		$1.44M Sell
11,180
-300
-3% -$35.7K 0.42% 50
2023
Q4 		$1.19M Hold
11,480
– – 0.38% 49
2023
Q3 		$1.04M Hold
11,480
– – 0.36% 52
2023
Q2 		$929K Hold
11,480
– – 0.31% 57
2023
Q1 		$913K Sell
11,480
-3,260
-22% -$231K 0.31% 56
2022
Q4 		$997K Hold
14,740
– – 0.34% 56
2022
Q3 		$734K Hold
14,740
– – 0.27% 62
2022
Q2 		$821K Hold
14,740
– – 0.29% 63
2022
Q1 		$818K Hold
14,740
– – 0.24% 69
2021
Q4 		$825K Hold
14,740
– – 0.25% 62
2021
Q3 		$708K Hold
14,740
– – 0.23% 64
2021
Q2 		$617K Buy
+14,740
New +$571K 0.2% 66

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Stokes Capital Advisors's NVO Position: Q2 2026 in Review

Stokes Capital Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 8,600 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #82.

Stokes Capital Advisors first reported a position in NVO in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.81M in Q2 2025. 387 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Stokes Capital Advisors held 8,600 shares of Novo Nordisk worth $412K as of Q2 2026.
  • Stokes Capital Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.09% of Stokes Capital Advisors's portfolio in Q2 2026, its #82 holding.
  • Stokes Capital Advisors first reported a position in Novo Nordisk in Q2 2021 and has held it in 21 quarters since.
  • Stokes Capital Advisors's Novo Nordisk position peaked at $4.81M in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.