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
Q3 		$233K Buy
6,148
+159
+3% +$7.33K 0.04% 203
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

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Matthew Hamilton Rosenberg's NVO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Novo Nordisk (NVO) stake by 2.7% in Q3 2026, buying an estimated $7.33K and bringing the position to 6,148 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #203.

Matthew Hamilton Rosenberg first reported a position in NVO in Q1 2020 and has held it in 27 quarters since. The position peaked at $541K in Q2 2024. 64 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Matthew Hamilton Rosenberg held 6,148 shares of Novo Nordisk worth $233K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 159 Novo Nordisk shares in Q3 2026, an estimated $7.33K.
  • Novo Nordisk made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #203 holding.
  • Matthew Hamilton Rosenberg first reported a position in Novo Nordisk in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Novo Nordisk position peaked at $541K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.