Position in NVO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,659,860
+$2,473,524 QoQ
Shares Held
305,796
-7.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#126
of 1,348 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. NVO ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,597 | $54,690,414 | |
| 2 | JNJ |
Johnson & Johnson
|
204,425 | $51,917,817 | |
| 3 | AMGN |
Amgen Inc
|
95,220 | $34,481,066 | |
| 4 | ABBV |
AbbVie Inc.
|
78,277 | $19,697,624 | |
| 5 | NVO |
Novo Nordisk A S
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|
305,796 | $14,659,860 | |
| 6 | MRK |
Merck & Co., Inc.
|
47,191 | $6,064,043 | |
| 7 | PFE |
Pfizer Inc
|
50,928 | $1,226,346 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,917 | $1,089,997 |
All Filings in NVO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,659,860 | 305,796 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,186,336 | 331,601 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,425,484 | 342,482 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,925,737 | 359,087 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $25,244,134 | 365,751 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,977,984 | 359,706 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $31,183,454 | 362,514 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $43,910,039 | 368,775 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,810,981 | 376,986 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $52,034,742 | 405,255 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,806,937 | 423,460 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,981,316 | 439,645 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $36,534,255 | 225,757 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $663,613 | 4,170 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $564,367 | 4,170 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $289,126 | 2,902 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $320,361 | 2,875 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $319,268 | 2,875 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $328,384 | 2,932 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $281,501 | 2,932 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $245,613 | 2,932 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $200,818 | 2,875 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||