MA
NVO

Mutual Advisors’s Novo Nordisk NVO Stock Holding History

Mutual 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 		$3.47M Buy
72,417
+2,960
+4% +$127K 0.07% 287
2026
Q1 		$2.55M Buy
69,457
+20,934
+43% +$992K 0.05% 324
2025
Q4 		$2.47M Buy
48,523
+933
+2% +$47.7K 0.05% 316
2025
Q3 		$2.53M Buy
47,590
+2,272
+5% +$133K 0.06% 303
2025
Q2 		$3.25M Buy
45,318
+7,469
+20% +$508K 0.08% 233
2025
Q1 		$2.35M Buy
37,849
+9,622
+34% +$795K 0.07% 252
2024
Q4 		$2.34M Sell
28,227
-3,317
-11% -$359K 0.07% 250
2024
Q3 		$3.59M Buy
31,544
+1,871
+6% +$250K 0.11% 178
2024
Q2 		$3.8M Buy
29,673
+2,384
+9% +$316K 0.11% 171
2024
Q1 		$3.5M Buy
27,289
+894
+3% +$106K 0.11% 167
2023
Q4 		$2.73M Buy
26,395
+1,363
+5% +$135K 0.1% 209
2023
Q3 		$2.28M Sell
25,032
-5,000
-17% -$440K 0.09% 215
2023
Q2 		$2.43M Buy
30,032
+2,770
+10% +$226K 0.09% 220
2023
Q1 		$2.17M Sell
27,262
-6,538
-19% -$464K 0.09% 228
2022
Q4 		$2.29M Sell
33,800
-1,692
-5% -$99.2K 0.1% 200
2022
Q3 		$1.77M Buy
35,492
+26,138
+279% +$1.4M 0.09% 212
2022
Q2 		$521K Sell
9,354
-232
-2% -$12.9K 0.03% 521
2022
Q1 		$532K Buy
9,586
+1,468
+18% +$75.3K 0.03% 559
2021
Q4 		$455K Buy
8,118
+1,754
+28% +$95K 0.02% 609
2021
Q3 		$306K Sell
6,364
-960
-13% -$46.4K 0.02% 708
2021
Q2 		$307K Buy
7,324
+174
+2% +$6.75K 0.02% 678
2021
Q1 		$241K Sell
7,150
-23,426
-77% -$834K 0.02% 681
2020
Q4 		$1.07M Sell
30,576
-8,370
-21% -$289K 0.08% 290
2020
Q3 		$1.35M Sell
38,946
-1,418
-4% -$47.3K 0.12% 194
2020
Q2 		$1.32M Buy
40,364
+29,534
+273% +$942K 0.13% 180
2020
Q1 		$326K Buy
10,830
+522
+5% +$15.5K 0.04% 378
2019
Q4 		$298K Buy
10,308
+1,002
+11% +$27.7K 0.03% 463
2019
Q3 		$241K Buy
+9,306
New +$235K 0.03% 465
2019
Q1 		– Sell
-12,800
Closed -$295K – 491
2018
Q4 		$295K Buy
+12,800
New +$284K 0.06% 331

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

Mutual Advisors's NVO Position: Q2 2026 in Review

Mutual Advisors increased its Novo Nordisk (NVO) stake by 4.3% in Q2 2026, buying an estimated $127K and bringing the position to 72,417 shares worth $3.47M. The position accounts for 0.07% of the portfolio, ranked #287.

Mutual Advisors first reported a position in NVO in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.8M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • Mutual Advisors held 72,417 shares of Novo Nordisk worth $3.47M as of Q2 2026.
  • Mutual Advisors bought 2,960 Novo Nordisk shares in Q2 2026, an estimated $127K.
  • Novo Nordisk made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #287 holding.
  • Mutual Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 29 quarters since.
  • Mutual Advisors's Novo Nordisk position peaked at $3.8M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.