MG
NVO

Mather Group’s Novo Nordisk NVO Stock Holding History

Mather Group’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 		$260K Buy
5,432
+207
+4% +$8.89K ﹤0.01% 720
2026
Q1 		$192K Sell
5,225
-54
-1% -$2.56K ﹤0.01% 747
2025
Q4 		$269K Sell
5,279
-140
-3% -$7.16K ﹤0.01% 550
2025
Q3 		$301K Buy
5,419
+59
+1% +$3.45K ﹤0.01% 521
2025
Q2 		$370K Sell
5,360
-573
-10% -$39K ﹤0.01% 448
2025
Q1 		$412K Buy
5,933
+345
+6% +$28.5K ﹤0.01% 418
2024
Q4 		$481K Sell
5,588
-247
-4% -$26.7K 0.01% 371
2024
Q3 		$695K Buy
5,835
+243
+4% +$32.4K 0.01% 296
2024
Q2 		$718K Buy
5,592
+1,546
+38% +$205K 0.01% 333
2024
Q1 		$419K Sell
4,046
-69
-2% -$8.21K 0.01% 375
2023
Q4 		$426K Sell
4,115
-5,663
-58% -$560K 0.01% 382
2023
Q3 		$889K Buy
9,778
+98
+1% +$8.63K 0.02% 233
2023
Q2 		$783K Sell
9,680
-128
-1% -$10.5K 0.01% 260
2023
Q1 		$780K Sell
9,808
-1,014
-9% -$71.9K 0.01% 251
2022
Q4 		$732K Sell
10,822
-96
-0.9% -$5.63K 0.01% 257
2022
Q3 		$544K Buy
10,918
+74
+0.7% +$3.96K 0.01% 277
2022
Q2 		$604K Sell
10,844
-6
-0.1% -$333 0.01% 228
2022
Q1 		$602K Buy
10,850
+8
+0.1% +$411 0.01% 232
2021
Q4 		$607K Buy
10,842
+8
+0.1% +$433 0.01% 200
2021
Q3 		$520K Sell
10,834
-668
-6% -$32.3K 0.01% 166
2021
Q2 		$482K Sell
11,502
-200
-2% -$7.75K 0.01% 168
2021
Q1 		$394K Sell
11,702
-4,076
-26% -$145K 0.01% 173
2020
Q4 		$551K Sell
15,778
-3,004
-16% -$104K 0.02% 128
2020
Q3 		$652K Sell
18,782
-9,176
-33% -$306K 0.03% 115
2020
Q2 		$915K Buy
+27,958
New +$892K 0.04% 95

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

Mather Group's NVO Position: Q2 2026 in Review

Mather Group increased its Novo Nordisk (NVO) stake by 4% in Q2 2026, buying an estimated $8.89K and bringing the position to 5,432 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Mather Group first reported a position in NVO in Q2 2020 and has held it in 25 quarters since. The position peaked at $915K in Q2 2020. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mather Group held 5,432 shares of Novo Nordisk worth $260K as of Q2 2026.
  • Mather Group bought 207 Novo Nordisk shares in Q2 2026, an estimated $8.89K.
  • Novo Nordisk made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #720 holding.
  • Mather Group first reported a position in Novo Nordisk in Q2 2020 and has held it in 25 quarters since.
  • Mather Group's Novo Nordisk position peaked at $915K in Q2 2020.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.