S.A. Mason’s Novo Nordisk NVO Stock Holding History

S.A. Mason’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	$301K	Sell	6,278 -700	-10%	-$30.1K	0.09%	179
2026 Q1	$256K	Sell	6,978 -800	-10%	-$37.9K	0.1%	181
2025 Q4	$396K	Sell	7,778 -1,450	-16%	-$74.1K	0.16%	128
2025 Q3	$512K	Hold	9,228	–	–	0.23%	104
2025 Q2	$637K	Sell	9,228 -400	-4%	-$27.2K	0.31%	77
2025 Q1	$669K	Sell	9,628 -50	-0.5%	-$4.13K	0.35%	70
2024 Q4	$833K	Buy	9,678 +50	+0.5%	+$5.41K	0.44%	59
2024 Q3	$1.15M	Hold	9,628	–	–	0.61%	43
2024 Q2	$1.37M	Hold	9,628	–	–	0.78%	31
2024 Q1	$1.24M	Buy	9,628 +2,428	+34%	+$289K	0.74%	37
2023 Q4	$745K	Sell	7,200 -300	-4%	-$29.7K	0.5%	50
2023 Q3	$682K	Hold	7,500	–	–	0.49%	54
2023 Q2	$597K	Hold	7,500	–	–	0.43%	65
2023 Q1	$597K	Hold	7,500	–	–	0.43%	65
2022 Q4	$508K	Hold	7,500	–	–	0.38%	74
2022 Q3	$374K	Hold	7,500	–	–	0.3%	96
2022 Q2	$418K	Sell	7,500 -300	-4%	-$16.6K	0.31%	94
2022 Q1	$433K	Buy	+7,800	New	+$400K	0.27%	97

Other funds holding NVO

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

S.A. Mason's NVO Position: Q2 2026 in Review

S.A. Mason reduced its Novo Nordisk (NVO) stake by 10% in Q2 2026, selling an estimated $30.1K and leaving 6,278 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #179.

S.A. Mason first reported a position in NVO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

S.A. Mason held 6,278 shares of Novo Nordisk worth $301K as of Q2 2026.
S.A. Mason sold 700 Novo Nordisk shares in Q2 2026, an estimated $30.1K.
Novo Nordisk made up 0.09% of S.A. Mason's portfolio in Q2 2026, its #179 holding.
S.A. Mason first reported a position in Novo Nordisk in Q1 2022 and has held it in 18 quarters since.
S.A. Mason's Novo Nordisk position peaked at $1.37M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.