SC
NVO

Swan Capital’s Novo Nordisk NVO Stock Holding History

Swan Capital’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 		$4.55K Hold
95
– – ﹤0.01% 277
2026
Q1 		$3.49K Hold
95
– – ﹤0.01% 300
2025
Q4 		$4.83K Sell
95
-25
-21% -$1.28K ﹤0.01% 240
2025
Q3 		$6.66K Buy
120
+60
+100% +$3.51K ﹤0.01% 194
2025
Q2 		$4.14K Buy
+60
New +$4.08K ﹤0.01% 254
2024
Q4 		– Sell
-10
Closed -$1.19K – 410
2024
Q3 		$1.19K Buy
+10
New +$1.33K ﹤0.01% 257

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

Swan Capital's NVO Position: Q2 2026 in Review

Swan Capital held its Novo Nordisk (NVO) position steady in Q2 2026 at 95 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Swan Capital first reported a position in NVO in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.66K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Swan Capital held 95 shares of Novo Nordisk worth $4.55K as of Q2 2026.
  • Swan Capital left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #277 holding.
  • Swan Capital first reported a position in Novo Nordisk in Q3 2024 and has held it in 6 quarters since.
  • Swan Capital's Novo Nordisk position peaked at $6.66K in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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