MWM
NVO

Modera Wealth Management’s Novo Nordisk NVO Stock Holding History

Modera 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 		$14.7M Sell
305,796
-25,805
-8% -$1.11M 0.16% 102
2026
Q1 		$12.2M Sell
331,601
-10,881
-3% -$516K 0.15% 112
2025
Q4 		$17.4M Sell
342,482
-16,605
-5% -$849K 0.2% 91
2025
Q3 		$19.9M Sell
359,087
-6,664
-2% -$390K 0.23% 85
2025
Q2 		$25.2M Buy
365,751
+6,045
+2% +$411K 0.31% 69
2025
Q1 		$25M Sell
359,706
-2,808
-0.8% -$232K 0.34% 66
2024
Q4 		$31.2M Sell
362,514
-6,261
-2% -$677K 0.38% 57
2024
Q3 		$43.9M Sell
368,775
-8,211
-2% -$1.1M 0.56% 45
2024
Q2 		$53.8M Sell
376,986
-28,269
-7% -$3.75M 0.79% 32
2024
Q1 		$52M Sell
405,255
-18,205
-4% -$2.17M 0.79% 33
2023
Q4 		$43.8M Sell
423,460
-16,185
-4% -$1.6M 0.72% 36
2023
Q3 		$40M Sell
439,645
-11,869
-3% -$1.05M 0.75% 36
2023
Q2 		$36.5M Buy
451,514
+443,174
+5,314% +$36.2M 0.66% 40
2023
Q1 		$664K Hold
8,340
– – 0.03% 187
2022
Q4 		$564K Buy
8,340
+2,536
+44% +$149K 0.02% 197
2022
Q3 		$289K Buy
5,804
+54
+0.9% +$2.89K 0.01% 249
2022
Q2 		$320K Hold
5,750
– – 0.02% 248
2022
Q1 		$319K Sell
5,750
-114
-2% -$5.85K 0.01% 272
2021
Q4 		$328K Hold
5,864
– – 0.01% 374
2021
Q3 		$282K Hold
5,864
– – 0.01% 222
2021
Q2 		$246K Buy
+5,864
New +$227K 0.01% 203
2021
Q1 		– Sell
-5,750
Closed -$201K – 243
2020
Q4 		$201K Buy
+5,750
New +$199K 0.02% 226

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

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

Modera Wealth Management reduced its Novo Nordisk (NVO) stake by 7.8% in Q2 2026, selling an estimated $1.11M and leaving 305,796 shares worth $14.7M. The position accounts for 0.16% of the portfolio, ranked #102.

Modera Wealth Management first reported a position in NVO in Q4 2020 and has held it in 22 quarters since. The position peaked at $53.8M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Modera Wealth Management held 305,796 shares of Novo Nordisk worth $14.7M as of Q2 2026.
  • Modera Wealth Management sold 25,805 Novo Nordisk shares in Q2 2026, an estimated $1.11M.
  • Novo Nordisk made up 0.16% of Modera Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Modera Wealth Management first reported a position in Novo Nordisk in Q4 2020 and has held it in 22 quarters since.
  • Modera Wealth Management's Novo Nordisk position peaked at $53.8M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.