Position in NVO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,516,533
+$527,003 QoQ
Shares Held
31,634
+17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#430
of 1,348 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $46,072,826 across 12 Drug Manufacturers - General names. NVO ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,670 | $10,399,058 | |
| 2 | JNJ |
Johnson & Johnson
|
38,004 | $9,651,875 | |
| 3 | ABBV |
AbbVie Inc.
|
35,331 | $8,890,692 | |
| 4 | AMGN |
Amgen Inc
|
13,323 | $4,824,524 | |
| 5 | MRK |
Merck & Co., Inc.
|
33,988 | $4,367,458 | |
| 6 | PFE |
Pfizer Inc
|
79,424 | $1,912,529 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,589 | $1,843,174 | |
| 8 | NVO |
Novo Nordisk A S
This page
|
31,634 | $1,516,533 |
All Filings in NVO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,533 | 31,634 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $989,530 | 26,926 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $678,790 | 13,341 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $822,528 | 14,823 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $824,581 | 11,947 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $763,840 | 11,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $842,479 | 9,794 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,191,057 | 10,003 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,449,381 | 10,154 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,269,362 | 9,886 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $813,634 | 7,865 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $672,137 | 7,391 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,264,054 | 7,811 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,404,569 | 8,826 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,381,821 | 10,210 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $993,609 | 9,973 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,020,810 | 9,161 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $989,122 | 8,907 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $804,832 | 7,186 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $713,450 | 7,431 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $681,552 | 8,136 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $463,310 | 6,872 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $427,342 | 6,118 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||