Position in NVO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$356,961
+$82,917 QoQ
Shares Held
7,446
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#831
of 1,348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $4,238,352 across 14 Drug Manufacturers - General names. NVO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,339 | $1,846,785 | |
| 2 | JNJ |
Johnson & Johnson
|
4,127 | $1,048,134 | |
| 3 | NVO |
Novo Nordisk A S
This page
|
7,446 | $356,961 | |
| 4 | LLY |
ELI LILLY & Co
|
263 | $315,450 | |
| 5 | AMGN |
Amgen Inc
|
813 | $294,403 | |
| 6 | PFE |
Pfizer Inc
|
5,307 | $127,792 | |
| 7 | MRK |
Merck & Co., Inc.
|
805 | $103,442 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,484 | $85,508 |
All Filings in NVO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,961 | 7,446 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $274,044 | 7,457 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $372,187 | 7,315 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $405,909 | 7,315 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $506,606 | 7,340 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $510,522 | 7,352 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $635,343 | 7,386 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $882,427 | 7,411 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,057,846 | 7,411 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $951,572 | 7,411 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $766,667 | 7,411 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $671,682 | 7,386 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $597,638 | 3,693 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $575,768 | 3,618 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $489,660 | 3,618 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $360,461 | 3,618 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $403,153 | 3,618 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $401,778 | 3,618 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $405,216 | 3,618 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $357,733 | 3,726 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $312,127 | 3,726 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $243,925 | 3,618 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $252,717 | 3,618 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $251,197 | 3,618 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $236,906 | 3,618 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $217,803 | 3,618 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||