MMBG Investment Advisors’s Novo Nordisk NVO Stock Holding History

MMBG Investment 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	$701K	Sell	14,630 -2,940	-17%	-$126K	0.06%	121
2026 Q1	$667K	Sell	17,570 -12,185	-41%	-$577K	0.06%	121
2025 Q4	$1.51M	Sell	29,755 -1,877	-6%	-$96K	0.13%	86
2025 Q3	$1.76M	Sell	31,632 -1,630	-5%	-$95.4K	0.16%	73
2025 Q2	$2.3M	Buy	33,262 +3,277	+11%	+$223K	0.23%	58
2025 Q1	$2.12M	Buy	29,985 +12,320	+70%	+$1.02M	0.24%	60
2024 Q4	$1.52M	Buy	+17,665	New	+$1.91M	0.16%	72

Other funds holding NVO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MMBG Investment Advisors's NVO Position: Q2 2026 in Review

MMBG Investment Advisors reduced its Novo Nordisk (NVO) stake by 17% in Q2 2026, selling an estimated $126K and leaving 14,630 shares worth $701K. The position accounts for 0.06% of the portfolio, ranked #121.

MMBG Investment Advisors first reported a position in NVO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q2 2025. 960 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

MMBG Investment Advisors held 14,630 shares of Novo Nordisk worth $701K as of Q2 2026.
MMBG Investment Advisors sold 2,940 Novo Nordisk shares in Q2 2026, an estimated $126K.
Novo Nordisk made up 0.06% of MMBG Investment Advisors's portfolio in Q2 2026, its #121 holding.
MMBG Investment Advisors first reported a position in Novo Nordisk in Q4 2024 and has held it in 7 quarters since.
MMBG Investment Advisors's Novo Nordisk position peaked at $2.3M in Q2 2025.
960 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.