Marotta Asset Management

Position in NVO — Novo Nordisk A S

CIK 1802091 CHARLOTTESVILLE, VA

Position in NVO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$648,724

+$124,008 QoQ

Shares Held

13,532

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#635

of 1,348 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marotta Asset Management holds $2,186,347 across 4 Drug Manufacturers - General names. NVO ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG	6,351	$995,328
2	NVO	Novo Nordisk A S This page	13,532	$648,724
3	JNJ	Johnson & Johnson	1,085	$275,557
4	ABBV	AbbVie Inc.	1,060	$266,738

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,724	13,532	-5.2%	Shares	Sole	2026-07-09
2026-03-31	$524,716	14,278	-0.1%	Shares	Sole	2026-04-27
2025-12-31	$727,431	14,297	-1.6%	Shares	Sole	2026-01-07
2025-09-30	$806,325	14,531	-0.8%	Shares	Sole	2025-10-16
2025-06-30	$1,010,521	14,641	-12.1%	Shares	Sole	2025-07-02
2025-03-31	$1,156,384	16,653	+3.5%	Shares	Sole	2025-04-02
2024-12-31	$1,383,889	16,088	-3.4%	Shares	Sole	2025-01-10
2024-09-30	$1,982,872	16,653	-1.6%	Shares	Sole	2024-10-03
2024-06-30	$2,415,874	16,925	-1.7%	Shares	Sole	2024-07-17
2024-03-31	$2,211,818	17,226	-0.7%	Shares	Sole	2024-04-02
2023-12-31	$1,794,236	17,344	-0.9%	Shares	Sole	2024-01-03
2023-09-30	$1,591,450	17,500	+96.9%	Shares	Sole	2023-10-11
2023-06-30	$1,438,506	8,889	-0.6%	Shares	Sole	2023-07-05
2022-12-31	$1,210,210	8,942	-4.3%	Shares	Sole	2023-01-03
2022-09-30	$930,544	9,340	-3.6%	Shares	Sole	2022-10-11
2022-06-30	$1,079,310	9,686	-0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,075,741	9,687	-11.1%	Shares	Sole	2022-04-08
2021-12-31	$1,220,016	10,893	+7.9%	Shares	Sole	2022-01-13
2021-09-30	$969,028	10,093	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$847,082	10,112	+13.4%	Shares	Sole	2021-07-09
2021-03-31	$601,318	8,919	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.