Position in NVO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$320,143
+$66,127 QoQ
Shares Held
6,678
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#869
of 1,348 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Trust, LLC holds $22,171,356 across 14 Drug Manufacturers - General names. NVO ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,741 | $8,085,358 | |
| 2 | JNJ |
Johnson & Johnson
|
25,970 | $6,595,600 | |
| 3 | ABBV |
AbbVie Inc.
|
13,194 | $3,320,138 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,379 | $2,490,201 | |
| 5 | PFE |
Pfizer Inc
|
23,084 | $555,862 | |
| 6 | AZN |
Astrazeneca PLC
|
2,089 | $396,116 | |
| 7 | NVO |
Novo Nordisk A S
This page
|
6,678 | $320,143 | |
| 8 | AMGN |
Amgen Inc
|
305 | $110,446 |
All Filings in NVO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,143 | 6,678 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $254,016 | 6,912 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $414,722 | 8,151 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $514,447 | 9,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $739,135 | 10,709 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,830 | 3,713 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $281,887 | 3,277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $140,383 | 1,179 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $168,290 | 1,179 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $151,383 | 1,179 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $111,105 | 1,074 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $96,214 | 1,058 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,470 | 454 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $72,249 | 454 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $61,444 | 454 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $45,232 | 454 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,589 | 454 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $50,416 | 454 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,160 | 555 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $53,285 | 555 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||