Position in NVO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$362,138
+$122,969 QoQ
Shares Held
7,554
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#823
of 1,348 holders
Holding Since
Mar 2025
6 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, 2026Perennial Investment Advisors, LLC holds $11,466,622 across 12 Drug Manufacturers - General names. NVO ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,269 | $3,920,936 | |
| 2 | JNJ |
Johnson & Johnson
|
6,519 | $1,655,630 | |
| 3 | ABBV |
AbbVie Inc.
|
6,161 | $1,550,354 | |
| 4 | AMGN |
Amgen Inc
|
3,096 | $1,121,123 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,358 | $688,503 | |
| 6 | NVS |
Novartis AG
|
3,638 | $570,147 | |
| 7 | PFE |
Pfizer Inc
|
18,794 | $452,559 | |
| 8 | NVO |
Novo Nordisk A S
This page
|
7,554 | $362,138 |
All Filings in NVO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,138 | 7,554 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,169 | 6,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,614 | 6,891 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,361 | 3,809 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314,386 | 4,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $324,493 | 4,673 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||