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
2026
Q2 		$480 Buy
+10
New +$430 ﹤0.01% 352
2025
Q2 		– Sell
-33
Closed -$2.29K – 443
2025
Q1 		$2.29K Buy
+33
New +$2.73K ﹤0.01% 383

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

Mowery & Schoenfeld Wealth Management's NVO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Novo Nordisk (NVO) in Q2 2026: 10 shares worth $480. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in NVO as recently as Q1 2025.

Mowery & Schoenfeld Wealth Management first reported a position in NVO in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.29K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 10 shares of Novo Nordisk worth $480 as of Q2 2026.
  • Novo Nordisk was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • Novo Nordisk made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Novo Nordisk in Q1 2025 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's Novo Nordisk position peaked at $2.29K in Q1 2025.
  • 1,356 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.