Mission Wealth Management
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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
2024
Q2 		– Hold
0
– -$128K – 716
2024
Q1 		– Hold
0
– – – 662

Other funds holding NVO

SRIM
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mission Wealth Management's NVO Position: Q3 2026 in Review

Mission Wealth Management reduced its Novo Nordisk (NVO) stake by 2.5% in Q3 2026, selling an estimated $27.3K and leaving 22,693 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #398.

Mission Wealth Management first reported a position in NVO in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.42M in Q2 2024. 190 funds tracked by Wall St. Rank hold NVO as of Q3 2026.

  • Mission Wealth Management held 22,693 shares of Novo Nordisk worth $860K as of Q3 2026.
  • Mission Wealth Management sold 592 Novo Nordisk shares in Q3 2026, an estimated $27.3K.
  • Novo Nordisk made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Mission Wealth Management first reported a position in Novo Nordisk in Q4 2015 and has held it in 31 quarters since.
  • Mission Wealth Management's Novo Nordisk position peaked at $3.42M in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.