Moser Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Moser Wealth 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
2025 Q2	$1.09M	Buy	15,778 +678	+4%	+$46.1K	0.52%	42
2025 Q1	$1.05M	Buy	15,100 +1,000	+7%	+$82.6K	0.55%	39
2024 Q4	$1.21M	Buy	14,100 +842	+6%	+$91.1K	0.63%	35
2024 Q3	$1.58M	Buy	13,258 +1,035	+8%	+$138K	0.82%	32
2024 Q2	$1.74M	Buy	12,223 +1,075	+10%	+$142K	0.95%	28
2024 Q1	$1.43M	Buy	11,148 +5,610	+101%	+$668K	0.8%	32
2023 Q4	$573K	Buy	+5,538	New	+$548K	0.37%	49
2021 Q2	–	Sell	-48	Closed	-$2K	–	164
2021 Q1	$2K	Buy	+48	New	+$1.71K	﹤0.01%	146

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moser Wealth Advisors's NVO Position: Q2 2025 in Review

Moser Wealth Advisors increased its Novo Nordisk (NVO) stake by 4.5% in Q2 2025, buying an estimated $46.1K and bringing the position to 15,778 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #42.

Moser Wealth Advisors first reported a position in NVO in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2024. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

Moser Wealth Advisors held 15,778 shares of Novo Nordisk worth $1.09M as of Q2 2025.
Moser Wealth Advisors bought 678 Novo Nordisk shares in Q2 2025, an estimated $46.1K.
Novo Nordisk made up 0.52% of Moser Wealth Advisors's portfolio in Q2 2025, its #42 holding.
Moser Wealth Advisors first reported a position in Novo Nordisk in Q1 2021 and has held it in 8 quarters since.
Moser Wealth Advisors's Novo Nordisk position peaked at $1.74M in Q2 2024.
1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.