Trifecta Capital Advisors’s Novo Nordisk NVO Stock Holding History

Trifecta 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	$193K	Hold	4,016	–	–	0.02%	114
2026 Q1	$148K	Buy	4,016 +2,400	+149%	+$114K	0.02%	122
2025 Q4	$82.2K	Buy	1,616 +1,000	+162%	+$51.1K	0.01%	148
2025 Q3	$34.2K	Hold	616	–	–	0.01%	184
2025 Q2	$42.5K	Hold	616	–	–	0.01%	180
2025 Q1	$42.8K	Buy	616 +6	+1%	+$496	0.01%	149
2024 Q4	$52.5K	Hold	610	–	–	0.01%	137
2024 Q3	$72.6K	Hold	610	–	–	0.02%	123
2024 Q2	$87.1K	Hold	610	–	–	0.02%	112
2024 Q1	$78.3K	Hold	610	–	–	0.02%	118
2023 Q4	$63.1K	Hold	610	–	–	0.02%	127
2023 Q3	$55.5K	Buy	610 +210	+53%	+$18.5K	0.02%	134
2023 Q2	$32.4K	Hold	400	–	–	0.01%	165
2023 Q1	$31.8K	Buy	+400	New	+$28.4K	0.01%	166

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

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

Trifecta Capital Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 4,016 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #114.

Trifecta Capital Advisors first reported a position in NVO in Q1 2023 and has held it in 14 quarters since. 1,354 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Trifecta Capital Advisors held 4,016 shares of Novo Nordisk worth $193K as of Q2 2026.
Trifecta Capital Advisors left its Novo Nordisk share count unchanged in Q2 2026.
Novo Nordisk made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #114 holding.
Trifecta Capital Advisors first reported a position in Novo Nordisk in Q1 2023 and has held it in 14 quarters since.
1,354 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.