MWM
NVO

Mission Wealth Management’s Novo Nordisk NVO Stock Holding History

Mission Wealth Management’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 		$1.12M Buy
23,285
+6,341
+37% +$272K 0.01% 449
2026
Q1 		$623K Sell
16,944
-3,816
-18% -$181K 0.01% 427
2025
Q4 		$1.06M Sell
20,760
-1,070
-5% -$54.7K 0.02% 323
2025
Q3 		$1.21M Sell
21,830
-5,174
-19% -$303K 0.02% 300
2025
Q2 		$1.86M Buy
27,004
+1,896
+8% +$129K 0.04% 222
2025
Q1 		$1.74M Sell
25,108
-386
-2% -$31.9K 0.04% 210
2024
Q4 		$2.19M Sell
25,494
-1,341
-5% -$145K 0.05% 174
2024
Q3 		$3.2M Buy
26,835
+2,896
+12% +$386K 0.08% 135
2024
Q2 		$3.42M Buy
23,939
+638
+3% +$84.5K 0.09% 124
2024
Q1 		$2.99M Buy
23,301
+1,148
+5% +$137K 0.08% 139
2023
Q4 		$2.29M Buy
22,153
+1,509
+7% +$149K 0.07% 133
2023
Q3 		$1.88M Sell
20,644
-226
-1% -$19.9K 0.07% 137
2023
Q2 		$1.69M Sell
20,870
-698
-3% -$57K 0.06% 150
2023
Q1 		$1.72M Sell
21,568
-704
-3% -$49.9K 0.07% 147
2022
Q4 		$1.51M Sell
22,272
-44
-0.2% -$2.58K 0.07% 150
2022
Q3 		$1.11M Buy
22,316
+528
+2% +$28.3K 0.06% 174
2022
Q2 		$1.21M Buy
21,788
+2,666
+14% +$148K 0.06% 165
2022
Q1 		$1.06M Buy
19,122
+862
+5% +$44.2K 0.05% 193
2021
Q4 		$1.02M Buy
18,260
+2,750
+18% +$149K 0.05% 194
2021
Q3 		$745K Buy
15,510
+16
+0.1% +$774 0.04% 218
2021
Q2 		$649K Sell
15,494
-182
-1% -$7.05K 0.03% 241
2021
Q1 		$528K Buy
15,676
+3,504
+29% +$125K 0.03% 252
2020
Q4 		$425K Buy
12,172
+4,228
+53% +$146K 0.03% 275
2020
Q3 		$276K Buy
7,944
+846
+12% +$28.2K 0.02% 290
2020
Q2 		$232K Buy
7,098
+132
+2% +$4.21K 0.02% 296
2020
Q1 		$210K Hold
6,966
– – 0.02% 275
2019
Q4 		$202K Sell
6,966
-838
-11% -$23.2K 0.02% 328
2019
Q3 		$202K Buy
+7,804
New +$197K 0.02% 305
2019
Q2 		– Sell
-7,864
Closed -$206K – 328
2019
Q1 		$206K Buy
+7,864
New +$193K 0.02% 298
2016
Q1 		– Sell
-6,952
Closed -$202K – 164
2015
Q4 		$202K Buy
+6,952
New +$192K 0.06% 133

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

Mission Wealth Management's NVO Position: Q2 2026 in Review

Mission Wealth Management increased its Novo Nordisk (NVO) stake by 37% in Q2 2026, buying an estimated $272K and bringing the position to 23,285 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #449.

Mission Wealth Management first reported a position in NVO in Q4 2015 and has held it in 30 quarters since. The position peaked at $3.42M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mission Wealth Management held 23,285 shares of Novo Nordisk worth $1.12M as of Q2 2026.
  • Mission Wealth Management bought 6,341 Novo Nordisk shares in Q2 2026, an estimated $272K.
  • Novo Nordisk made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #449 holding.
  • Mission Wealth Management first reported a position in Novo Nordisk in Q4 2015 and has held it in 30 quarters since.
  • Mission Wealth Management's Novo Nordisk position peaked at $3.42M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.