USCWA
NVO

U.S. Capital Wealth Advisors’s Novo Nordisk NVO Stock Holding History

U.S. Capital Wealth 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
Q1 		$14.2M Buy
385,620
+191,868
+99% +$9.09M 0.36% 61
2025
Q4 		$9.86M Buy
193,752
+101,057
+109% +$5.17M 0.26% 93
2025
Q3 		$5.14M Buy
92,695
+44,707
+93% +$2.62M 0.14% 172
2025
Q2 		$3.31M Buy
47,988
+39,215
+447% +$2.67M 0.1% 212
2025
Q1 		$609K Buy
8,773
+1,843
+27% +$152K 0.02% 540
2024
Q4 		$596K Sell
6,930
-75
-1% -$8.11K 0.02% 525
2024
Q3 		$834K Sell
7,005
-11,217
-62% -$1.5M 0.03% 378
2024
Q2 		$2.6M Sell
18,222
-3,071
-14% -$407K 0.1% 194
2024
Q1 		$2.73M Buy
21,293
+5,872
+38% +$699K 0.11% 185
2023
Q4 		$1.6M Buy
15,421
+90
+0.6% +$8.9K 0.06% 266
2023
Q3 		$1.39M Sell
15,331
-1,423
-8% -$125K 0.06% 259
2023
Q2 		$1.36M Sell
16,754
-578
-3% -$47.2K 0.06% 270
2023
Q1 		$1.38M Sell
17,332
-402
-2% -$28.5K 0.06% 259
2022
Q4 		$1.2M Buy
17,734
+1,498
+9% +$87.8K 0.06% 297
2022
Q3 		$809K Buy
16,236
+146
+0.9% +$7.82K 0.04% 360
2022
Q2 		$896K Buy
16,090
+710
+5% +$39.4K 0.04% 368
2022
Q1 		$854K Sell
15,380
-144
-0.9% -$7.39K 0.03% 421
2021
Q4 		$869K Buy
15,524
+898
+6% +$48.6K 0.03% 424
2021
Q3 		$702K Buy
+14,626
New +$707K 0.03% 450

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 $137B AUM 18.02% 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

U.S. Capital Wealth Advisors's NVO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Novo Nordisk (NVO) stake by 99% in Q1 2026, buying an estimated $9.09M and bringing the position to 385,620 shares worth $14.2M. The position accounts for 0.36% of the portfolio, ranked #61.

U.S. Capital Wealth Advisors first reported a position in NVO in Q3 2021 and has held it in 19 quarters since. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • U.S. Capital Wealth Advisors held 385,620 shares of Novo Nordisk worth $14.2M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 191,868 Novo Nordisk shares in Q1 2026, an estimated $9.09M.
  • Novo Nordisk made up 0.36% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • U.S. Capital Wealth Advisors first reported a position in Novo Nordisk in Q3 2021 and has held it in 19 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.