MGIA
NVO

Moneta Group Investment Advisors’s Novo Nordisk NVO Stock Holding History

Moneta Group 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
Q1 		– Sell
-4,929
Closed -$251K – 842
2025
Q4 		$251K Buy
+4,929
New +$252K ﹤0.01% 689
2025
Q3 		– Sell
-3,136
Closed -$216K – 806
2025
Q2 		$216K Sell
3,136
-924
-23% -$62.9K ﹤0.01% 650
2025
Q1 		$282K Sell
4,060
-182
-4% -$15K ﹤0.01% 539
2024
Q4 		$365K Sell
4,242
-824
-16% -$89.1K 0.01% 492
2024
Q3 		$603K Buy
5,066
+361
+8% +$48.1K 0.01% 370
2024
Q2 		$672K Buy
4,705
+1,308
+39% +$173K 0.01% 333
2024
Q1 		$436K Buy
+3,397
New +$404K 0.01% 405
2023
Q2 		– Sell
-2,552
Closed -$203K – 564
2023
Q1 		$203K Buy
+2,552
New +$181K ﹤0.01% 498
2018
Q4 		– Sell
-111,390
Closed -$2.63M – 236
2018
Q3 		$2.63M Sell
111,390
-44
-0% -$1.07K 0.27% 64
2018
Q2 		$2.57M Buy
111,434
+834
+0.8% +$19.8K 0.29% 58
2018
Q1 		$2.72M Hold
110,600
– – 0.36% 45
2017
Q4 		$2.97M Sell
110,600
-30,000
-21% -$763K 0.45% 31
2017
Q3 		$3.38M Hold
140,600
– – 0.53% 28
2017
Q2 		$3.02M Hold
140,600
– – 0.49% 32
2017
Q1 		$2.41M Buy
140,600
+600
+0.4% +$10.4K 0.48% 29
2016
Q4 		$2.51M Sell
140,000
-600
-0.4% -$10.9K 0.51% 28
2016
Q3 		$2.92M Hold
140,600
– – 0.66% 25
2016
Q2 		$3.78M Hold
140,600
– – 0.83% 20
2016
Q1 		$3.81M Hold
140,600
– – 0.85% 20
2015
Q4 		$4.08M Hold
140,600
– – 1% 20
2015
Q3 		$3.81M Buy
+140,600
New +$3.98M 1.06% 19

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Moneta Group Investment Advisors's NVO Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 4,929 shares — an estimated $251K sold.

Moneta Group Investment Advisors first reported a position in NVO in Q3 2015 and held it in 21 quarters. The position peaked at $4.08M in Q4 2015. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,929 Novo Nordisk shares in Q1 2026, an estimated $251K.
  • Moneta Group Investment Advisors first reported a position in Novo Nordisk in Q3 2015 and held it in 21 quarters.
  • Moneta Group Investment Advisors's Novo Nordisk position peaked at $4.08M in Q4 2015.
  • 1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.