MPPW
NVO

Mitchell & Pahl Private Wealth’s Novo Nordisk NVO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$854K Buy
17,814
+711
+4% +$30.5K 0.31% 103
2026
Q1 		$629K Buy
17,103
+2,374
+16% +$112K 0.26% 114
2025
Q4 		$749K Sell
14,729
-228
-2% -$11.7K 0.31% 109
2025
Q3 		$830K Buy
14,957
+1,180
+9% +$69.1K 0.35% 101
2025
Q2 		$951K Buy
13,777
+809
+6% +$55K 0.42% 83
2025
Q1 		$900K Buy
12,968
+369
+3% +$30.5K 0.42% 84
2024
Q4 		$1.08M Buy
12,599
+424
+3% +$45.9K 0.51% 72
2024
Q3 		$1.45M Buy
12,175
+81
+0.7% +$10.8K 0.67% 55
2024
Q2 		$1.73M Sell
12,094
-226
-2% -$29.9K 0.91% 42
2024
Q1 		$1.58M Buy
12,320
+272
+2% +$32.4K 0.83% 46
2023
Q4 		$1.25M Sell
12,048
-136
-1% -$13.4K 0.71% 52
2023
Q3 		$1.11M Buy
12,184
+828
+7% +$72.9K 0.66% 53
2023
Q2 		$919K Sell
11,356
-214
-2% -$17.5K 0.55% 61
2023
Q1 		$921K Buy
11,570
+122
+1% +$8.65K 0.58% 61
2022
Q4 		$775K Buy
11,448
+246
+2% +$14.4K 0.51% 73
2022
Q3 		$558K Buy
11,202
+780
+7% +$41.8K 0.41% 88
2022
Q2 		$581K Buy
10,422
+990
+10% +$54.9K 0.4% 90
2022
Q1 		$524K Buy
9,432
+1,446
+18% +$74.2K 0.33% 99
2021
Q4 		$447K Buy
7,986
+580
+8% +$31.4K 0.29% 106
2021
Q3 		$355K Buy
7,406
+136
+2% +$6.58K 0.26% 113
2021
Q2 		$304K Buy
7,270
+572
+9% +$22.2K 0.22% 126
2021
Q1 		$226K Buy
6,698
+206
+3% +$7.34K 0.18% 140
2020
Q4 		$227K Buy
+6,492
New +$224K 0.19% 133

Other funds holding NVO

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mitchell & Pahl Private Wealth's NVO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Novo Nordisk (NVO) stake by 4.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 17,814 shares worth $854K. The position accounts for 0.31% of the portfolio, ranked #103.

Mitchell & Pahl Private Wealth first reported a position in NVO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q2 2024. 240 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 17,814 shares of Novo Nordisk worth $854K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 711 Novo Nordisk shares in Q2 2026, an estimated $30.5K.
  • Novo Nordisk made up 0.31% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Novo Nordisk in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Novo Nordisk position peaked at $1.73M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.