Position in NVO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$357,872
+$83,534 QoQ
Shares Held
7,465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#829
of 1,348 holders
Holding Since
Mar 2022
18 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, 20261900 WEALTH MANAGEMENT LLC holds $9,846,369 across 9 Drug Manufacturers - General names. NVO ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,155 | $2,584,771 | |
| 2 | JNJ |
Johnson & Johnson
|
8,399 | $2,133,094 | |
| 3 | ABBV |
AbbVie Inc.
|
6,582 | $1,656,294 | |
| 4 | NVS |
Novartis AG
|
6,153 | $964,298 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,764 | $869,174 | |
| 6 | PFE |
Pfizer Inc
|
23,827 | $573,754 | |
| 7 | AMGN |
Amgen Inc
|
1,040 | $376,604 | |
| 8 | NVO |
Novo Nordisk A S
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|
7,465 | $357,872 |
All Filings in NVO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,872 | 7,465 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $274,338 | 7,465 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $322,731 | 6,343 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $336,768 | 6,069 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $415,776 | 6,024 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $396,988 | 5,717 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $513,969 | 5,975 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $640,001 | 5,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $767,227 | 5,375 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $796,208 | 6,201 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $401,386 | 3,880 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $352,847 | 3,880 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $289,513 | 1,789 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $387,505 | 2,435 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $329,552 | 2,435 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $242,599 | 2,435 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $271,332 | 2,435 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $270,406 | 2,435 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||