MHR
NVO

Matthew Hamilton Rosenberg’s Novo Nordisk NVO Stock Holding History

Matthew Hamilton Rosenberg’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 		$287K Buy
5,989
+2,146
+56% +$92.2K 0.05% 173
2026
Q1 		$141K Hold
3,843
– – 0.03% 270
2025
Q4 		$196K Buy
3,843
+127
+3% +$6.49K 0.04% 210
2025
Q3 		$206K Hold
3,716
– – 0.04% 201
2025
Q2 		$256K Sell
3,716
-96
-3% -$6.53K 0.06% 171
2025
Q1 		$265K Hold
3,812
– – 0.07% 145
2024
Q4 		$328K Hold
3,812
– – 0.09% 112
2024
Q3 		$454K Buy
3,812
+94
+3% +$12.5K 0.12% 81
2024
Q2 		$541K Sell
3,718
-94
-2% -$12.5K 0.16% 68
2024
Q1 		$486K Hold
3,812
– – 0.14% 73
2023
Q4 		$394K Sell
3,812
-56
-1% -$5.54K 0.12% 86
2023
Q3 		$352K Hold
3,868
– – 0.12% 89
2023
Q2 		$313K Buy
3,868
+96
+3% +$7.84K 0.11% 106
2023
Q1 		$300K Hold
3,772
– – 0.1% 126
2022
Q4 		$255K Buy
3,772
+94
+3% +$5.51K 0.09% 145
2022
Q3 		$183K Hold
3,678
– – 0.07% 176
2022
Q2 		$205K Sell
3,678
-314
-8% -$17.4K 0.08% 163
2022
Q1 		$222K Hold
3,992
– – 0.08% 172
2021
Q4 		$224K Hold
3,992
– – 0.08% 167
2021
Q3 		$192K Buy
3,992
+1,400
+54% +$67.7K 0.08% 171
2021
Q2 		$109K Hold
2,592
– – 0.06% 242
2021
Q1 		$87K Hold
2,592
– – 0.05% 270
2020
Q4 		$91K Hold
2,592
– – 0.06% 238
2020
Q3 		$90K Hold
2,592
– – 0.07% 224
2020
Q2 		$85K Buy
2,592
+238
+10% +$7.59K 0.07% 226
2020
Q1 		$71K Buy
+2,354
New +$70.1K 0.07% 195

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

Matthew Hamilton Rosenberg's NVO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Novo Nordisk (NVO) stake by 56% in Q2 2026, buying an estimated $92.2K and bringing the position to 5,989 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #173.

Matthew Hamilton Rosenberg first reported a position in NVO in Q1 2020 and has held it in 26 quarters since. The position peaked at $541K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Matthew Hamilton Rosenberg held 5,989 shares of Novo Nordisk worth $287K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 2,146 Novo Nordisk shares in Q2 2026, an estimated $92.2K.
  • Novo Nordisk made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #173 holding.
  • Matthew Hamilton Rosenberg first reported a position in Novo Nordisk in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Novo Nordisk position peaked at $541K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.