MWA
NVO

Martel Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Martel 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
Q2 		$288K Hold
6,000
– – 0.05% 50
2026
Q1 		$221K Hold
6,000
– – 0.04% 72
2025
Q4 		$305K Hold
6,000
– – 0.05% 55
2025
Q3 		$333K Hold
6,000
– – 0.06% 53
2025
Q2 		$414K Hold
6,000
– – 0.08% 48
2025
Q1 		$417K Hold
6,000
– – 0.08% 49
2024
Q4 		$516K Buy
+6,000
New +$649K 0.1% 40

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

Martel Wealth Advisors's NVO Position: Q2 2026 in Review

Martel Wealth Advisors held its Novo Nordisk (NVO) position steady in Q2 2026 at 6,000 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #50.

Martel Wealth Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Martel Wealth Advisors held 6,000 shares of Novo Nordisk worth $288K as of Q2 2026.
  • Martel Wealth Advisors left its Novo Nordisk share count unchanged in Q2 2026.
  • Novo Nordisk made up 0.05% of Martel Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Martel Wealth Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • Martel Wealth Advisors's Novo Nordisk position peaked at $516K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.