Position in NVO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,499,975
+$552,409 QoQ
Shares Held
52,148
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#336
of 1,348 holders
Holding Since
Mar 2020
16 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, 2026Carolina Wealth Advisors, LLC holds $23,609,987 across 8 Drug Manufacturers - General names. NVO ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,741 | $4,715,985 | |
| 2 | AMGN |
Amgen Inc
|
13,010 | $4,711,181 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,171 | $4,133,973 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
56,312 | $3,244,697 | |
| 5 | NVO |
Novo Nordisk A S
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|
52,148 | $2,499,975 | |
| 6 | JNJ |
Johnson & Johnson
|
8,728 | $2,216,650 | |
| 7 | LLY |
ELI LILLY & Co
|
1,724 | $2,067,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
156 | $19,709 |
All Filings in NVO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,975 | 52,148 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,947,566 | 52,995 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,741,655 | 112,847 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,490,831 | 116,973 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $990,022 | 14,344 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $696,760 | 10,034 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $142,449 | 1,656 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $48,223 | 405 | Shares | Sole | 2024-10-21 | |
| 2021-12-31 | $5,122,768 | 45,739 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,163,473 | 43,365 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,540,120 | 42,260 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,739,476 | 40,633 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,725,756 | 39,023 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,965,355 | 42,710 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,811,776 | 42,941 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,566,145 | 42,627 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||