Stamos Capital Partners, L.P.

Position in NVO — Novo Nordisk A S

CIK 1705399 Menlo Park, CA

Position in NVO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,850,107

+$2,329,812 QoQ

Shares Held

184,608

+4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#159

of 1,348 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $64,248,987 across 8 Drug Manufacturers - General names. NVO ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	179,799	$23,104,171
2	JNJ	Johnson & Johnson	43,175	$10,965,154
3	NVO	Novo Nordisk A S This page	184,608	$8,850,107
4	PFE	Pfizer Inc	297,285	$7,158,622
5	LLY	ELI LILLY & Co	5,449	$6,535,694
6	GSK	GSK plc	114,724	$6,013,832
7	GILD	Gilead Sciences, Inc.	6,763	$854,437
8	AMGN	Amgen Inc	2,118	$766,970

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,850,107	184,608	+4.0%	Shares	Sole	2026-08-13
2026-03-31	$6,520,295	177,423	+28.9%	Shares	Sole	2026-05-14
2025-12-31	$7,000,986	137,598	+11.4%	Shares	Sole	2026-02-12
2025-09-30	$6,855,179	123,539	+47.5%	Shares	Sole	2025-11-13
2025-06-30	$5,782,357	83,778	+158.5%	Shares	Sole	2025-08-14
2025-03-31	$2,250,828	32,414	+87.6%	Shares	Sole	2025-05-14
2024-12-31	$1,486,425	17,280	+730.8%	Shares	Sole	2025-02-13
2024-09-30	$247,665	2,080	-41.1%	Shares	Sole	2024-11-13
2024-06-30	$503,872	3,530	-9.0%	Shares	Sole	2024-08-13
2024-03-31	$498,192	3,880	-23.5%	Shares	Sole	2024-05-14
2023-12-31	$524,491	5,070	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.