Position in NVO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,473,435
+$413,749 QoQ
Shares Held
30,735
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#435
of 1,348 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Private Wealth Partners, LLC holds $114,747,737 across 10 Drug Manufacturers - General names. NVO ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
301,750 | $38,774,875 | |
| 2 | ABBV |
AbbVie Inc.
|
136,981 | $34,469,898 | |
| 3 | JNJ |
Johnson & Johnson
|
71,949 | $18,272,887 | |
| 4 | PFE |
Pfizer Inc
|
619,840 | $14,925,747 | |
| 5 | LLY |
ELI LILLY & Co
|
4,448 | $5,335,065 | |
| 6 | NVO |
Novo Nordisk A S
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|
30,735 | $1,473,435 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,018 | $760,314 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,300 | $305,386 |
All Filings in NVO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,435 | 30,735 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,059,686 | 28,835 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,269,456 | 24,950 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,200,692 | 21,638 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,698,988 | 53,593 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,573,318 | 65,860 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,240,786 | 49,300 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,953,481 | 33,203 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,857,761 | 13,015 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $971,988 | 7,570 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $615,527 | 5,950 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||