MYIA
NVO

Mount Yale Investment Advisors’s Novo Nordisk NVO Stock Holding History

Mount Yale 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
Q2 		$1.12M Buy
+23,383
New +$1M 0.02% 553
2025
Q4 		– Sell
-15,265
Closed -$847K – 780
2025
Q3 		$847K Sell
15,265
-16,345
-52% -$957K 0.06% 312
2025
Q2 		$2.18M Sell
31,610
-9,899
-24% -$673K 0.17% 122
2025
Q1 		$2.88M Buy
41,509
+7,801
+23% +$644K 0.25% 88
2024
Q4 		$2.9M Sell
33,708
-6,725
-17% -$727K 0.23% 89
2024
Q3 		$4.81M Sell
40,433
-2,140
-5% -$285K 0.46% 48
2024
Q2 		$6.08M Sell
42,573
-20,045
-32% -$2.66M 0.48% 34
2024
Q1 		$8.04M Buy
62,618
+851
+1% +$101K 0.62% 20
2023
Q4 		$6.39M Buy
61,767
+1,027
+2% +$102K 0.61% 26
2023
Q3 		$5.52M Sell
60,740
-6,782
-10% -$597K 0.6% 32
2023
Q2 		$5.46M Buy
67,522
+11,918
+21% +$974K 0.58% 36
2023
Q1 		$4.42M Sell
55,604
-1,802
-3% -$128K 0.5% 42
2022
Q4 		$3.88M Buy
57,406
+480
+0.8% +$28.1K 0.44% 60
2022
Q3 		$2.84M Sell
56,926
-422
-0.7% -$22.6K 0.38% 65
2022
Q2 		$3.19M Buy
57,348
+14,140
+33% +$785K 0.4% 60
2022
Q1 		$2.4M Buy
+43,208
New +$2.22M 0.26% 87
2019
Q2 		– Sell
-20,060
Closed -$525K – 333
2019
Q1 		$525K Sell
20,060
-61,604
-75% -$1.51M 0.1% 166
2018
Q4 		$1.99M Buy
81,664
+18,358
+29% +$408K 0.4% 60
2018
Q3 		$1.41M Sell
63,306
-1,234
-2% -$30.1K 0.25% 90
2018
Q2 		$1.49M Sell
64,540
-210
-0.3% -$4.99K 0.28% 87
2018
Q1 		$1.59M Buy
+64,750
New +$1.7M 0.34% 78

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

Mount Yale Investment Advisors's NVO Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Novo Nordisk (NVO) in Q2 2026: 23,383 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NVO as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in NVO in Q1 2018 and has held it in 21 quarters since. The position peaked at $8.04M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mount Yale Investment Advisors held 23,383 shares of Novo Nordisk worth $1.12M as of Q2 2026.
  • Novo Nordisk was a new Mount Yale Investment Advisors position in Q2 2026.
  • Novo Nordisk made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #553 holding.
  • Mount Yale Investment Advisors first reported a position in Novo Nordisk in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Novo Nordisk position peaked at $8.04M in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.