MFWP
NVO

Mosaic Family Wealth Partners’s Novo Nordisk NVO Stock Holding History

Mosaic Family Wealth Partners’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 		$1.58M Buy
32,940
+13,029
+65% +$560K 0.11% 152
2026
Q1 		$732K Buy
19,911
+15,979
+406% +$757K 0.07% 142
2025
Q4 		$200K Sell
3,932
-75
-2% -$3.83K 0.02% 232
2025
Q3 		$222K Buy
4,007
+259
+7% +$15.2K 0.03% 209
2025
Q2 		$259K Buy
3,748
+550
+17% +$37.4K 0.03% 193
2025
Q1 		$222K Buy
3,198
+257
+9% +$21.2K 0.03% 201
2024
Q4 		$253K Buy
2,941
+704
+31% +$76.1K 0.04% 180
2024
Q3 		$266K Buy
2,237
+301
+16% +$40.1K 0.04% 174
2024
Q2 		$276K Buy
1,936
+176
+10% +$23.3K 0.04% 161
2024
Q1 		$226K Buy
+1,760
New +$210K 0.04% 189

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

Mosaic Family Wealth Partners's NVO Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Novo Nordisk (NVO) stake by 65% in Q2 2026, buying an estimated $560K and bringing the position to 32,940 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #152.

Mosaic Family Wealth Partners first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mosaic Family Wealth Partners held 32,940 shares of Novo Nordisk worth $1.58M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 13,029 Novo Nordisk shares in Q2 2026, an estimated $560K.
  • Novo Nordisk made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Mosaic Family Wealth Partners first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.