MWM
NVO

Mosley Wealth Management’s Novo Nordisk NVO Stock Holding History

Mosley 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 		$1.87K Sell
39
-4
-9% -$172 ﹤0.01% 501
2026
Q1 		$2.39K Buy
+43
New +$2.04K ﹤0.01% 382
2024
Q4 		$413K Buy
4,912
+892
+22% +$96.5K 0.26% 83
2024
Q3 		$472K Buy
4,020
+600
+18% +$80K 0.32% 71
2024
Q2 		$488K Sell
3,420
-680
-17% -$90.1K 0.42% 51
2024
Q1 		$526K Sell
4,100
-289
-7% -$34.4K 0.49% 47
2023
Q4 		$454K Buy
+4,389
New +$434K 0.45% 48

Other funds holding NVO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Mosley Wealth Management reduced its Novo Nordisk (NVO) stake by 9.3% in Q2 2026, selling an estimated $172 and leaving 39 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Mosley Wealth Management first reported a position in NVO in Q4 2023 and has held it in 7 quarters since. The position peaked at $526K in Q1 2024. 819 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mosley Wealth Management held 39 shares of Novo Nordisk worth $1.87K as of Q2 2026.
  • Mosley Wealth Management sold 4 Novo Nordisk shares in Q2 2026, an estimated $172.
  • Novo Nordisk made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Mosley Wealth Management first reported a position in Novo Nordisk in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Novo Nordisk position peaked at $526K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.