MSWM
NVO

Mowery & Schoenfeld Wealth Management’s Novo Nordisk NVO Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-33
Closed -$2.29K – 443
2025
Q1 		$2.29K Buy
+33
New +$2.73K ﹤0.01% 383

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NVO Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Novo Nordisk (NVO) in Q2 2025, closing a stake of 33 shares — an estimated $2.29K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NVO in Q1 2025 and held it in 1 quarter. The position peaked at $2.29K in Q1 2025. 1,481 funds tracked by Wall St. Rank hold NVO as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Novo Nordisk position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 33 Novo Nordisk shares in Q2 2025, an estimated $2.29K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Novo Nordisk in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Novo Nordisk position peaked at $2.29K in Q1 2025.
  • 1,481 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.