MWM
NVO

Modern Wealth Management’s Novo Nordisk NVO Stock Holding History

Modern 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 		$548K Buy
11,420
+3,784
+50% +$163K 0.01% 690
2026
Q1 		$279K Sell
7,636
-436
-5% -$20.7K ﹤0.01% 739
2025
Q4 		$411K Hold
8,072
– – 0.01% 587
2025
Q3 		$448K Buy
8,072
+1,298
+19% +$76K 0.01% 534
2025
Q2 		$468K Buy
6,774
+806
+14% +$54.8K 0.01% 493
2025
Q1 		$414K Buy
+5,968
New +$493K 0.01% 457
2024
Q4 		– Sell
-1,787
Closed -$213K – 595
2024
Q3 		$213K Buy
1,787
+147
+9% +$19.6K 0.01% 408
2024
Q2 		$234K Sell
1,640
-381
-19% -$50.5K 0.02% 359
2024
Q1 		$259K Buy
+2,021
New +$241K 0.02% 263

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

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

Modern Wealth Management increased its Novo Nordisk (NVO) stake by 50% in Q2 2026, buying an estimated $163K and bringing the position to 11,420 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #690.

Modern Wealth Management first reported a position in NVO in Q1 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Modern Wealth Management held 11,420 shares of Novo Nordisk worth $548K as of Q2 2026.
  • Modern Wealth Management bought 3,784 Novo Nordisk shares in Q2 2026, an estimated $163K.
  • Novo Nordisk made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Modern Wealth Management first reported a position in Novo Nordisk in Q1 2024 and has held it in 9 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.