MWA
NVO

Medallion Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Medallion 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 		$39.3K Buy
820
+110
+15% +$4.73K 0.01% 510
2026
Q1 		$26.1K Buy
710
+454
+177% +$21.5K 0.01% 600
2025
Q4 		$13K Sell
256
-20
-7% -$1.02K ﹤0.01% 714
2025
Q3 		$15.3K Sell
276
-72
-21% -$4.21K 0.01% 680
2025
Q2 		$24.2K Sell
348
-140
-29% -$9.52K 0.01% 584
2025
Q1 		$33.4K Buy
488
+172
+54% +$14.2K 0.02% 497
2024
Q4 		$24.6K Buy
+316
New +$34.2K 0.01% 528

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

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

Medallion Wealth Advisors increased its Novo Nordisk (NVO) stake by 15% in Q2 2026, buying an estimated $4.73K and bringing the position to 820 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #510.

Medallion Wealth Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Medallion Wealth Advisors held 820 shares of Novo Nordisk worth $39.3K as of Q2 2026.
  • Medallion Wealth Advisors bought 110 Novo Nordisk shares in Q2 2026, an estimated $4.73K.
  • Novo Nordisk made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #510 holding.
  • Medallion Wealth Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.