MCC
NVO

Money Concepts Capital’s Novo Nordisk NVO Stock Holding History

Money Concepts Capital’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 		$6.22M Buy
129,801
+6,540
+5% +$281K 0.29% 74
2026
Q1 		$4.53M Buy
123,261
+8,260
+7% +$391K 0.25% 89
2025
Q4 		$5.85M Buy
115,001
+56,437
+96% +$2.89M 0.33% 64
2025
Q3 		$3.25M Buy
58,564
+2,781
+5% +$163K 0.2% 107
2025
Q2 		$3.85M Buy
55,783
+51,146
+1,103% +$3.48M 0.26% 85
2025
Q1 		$322K Sell
4,637
-258
-5% -$21.3K 0.02% 343
2024
Q4 		$421K Sell
4,895
-6,102
-55% -$660K 0.03% 312
2024
Q3 		$1.31M Buy
10,997
+473
+4% +$63.1K 0.1% 183
2024
Q2 		$1.5M Sell
10,524
-238
-2% -$31.5K 0.13% 166
2024
Q1 		$1.38M Buy
10,762
+2,642
+33% +$315K 0.13% 185
2023
Q4 		$840K Sell
8,120
-105
-1% -$10.4K 0.08% 215
2023
Q3 		$748K Buy
8,225
+683
+9% +$60.2K 0.08% 215
2023
Q2 		$610K Sell
7,542
-1,672
-18% -$137K 0.06% 237
2023
Q1 		$730K Sell
9,214
-2,226
-19% -$158K 0.04% 256
2022
Q4 		$774K Buy
11,440
+5,918
+107% +$347K 0.03% 342
2022
Q3 		$275K Buy
5,522
+2,006
+57% +$107K 0.02% 377
2022
Q2 		$196K Sell
3,516
-3,024
-46% -$168K 0.02% 419
2022
Q1 		$363K Buy
6,540
+2,582
+65% +$133K 0.02% 524
2021
Q4 		$222K Buy
+3,958
New +$214K 0.02% 465
2021
Q1 		– Sell
-6,152
Closed -$215K – 750
2020
Q4 		$215K Buy
+6,152
New +$213K 0.02% 400

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

Money Concepts Capital's NVO Position: Q2 2026 in Review

Money Concepts Capital increased its Novo Nordisk (NVO) stake by 5.3% in Q2 2026, buying an estimated $281K and bringing the position to 129,801 shares worth $6.22M. The position accounts for 0.29% of the portfolio, ranked #74.

Money Concepts Capital first reported a position in NVO in Q4 2020 and has held it in 20 quarters since. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Money Concepts Capital held 129,801 shares of Novo Nordisk worth $6.22M as of Q2 2026.
  • Money Concepts Capital bought 6,540 Novo Nordisk shares in Q2 2026, an estimated $281K.
  • Novo Nordisk made up 0.29% of Money Concepts Capital's portfolio in Q2 2026, its #74 holding.
  • Money Concepts Capital first reported a position in Novo Nordisk in Q4 2020 and has held it in 20 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.