Position in NVO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$147,607
+$34,454 QoQ
Shares Held
3,079
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,047
of 1,348 holders
Holding Since
Mar 2020
15 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, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. NVO ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
This page
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
|
528 | $100,119 |
All Filings in NVO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,607 | 3,079 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $113,153 | 3,079 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,577 | 2,134 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $41,284 | 744 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $56,182 | 814 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,804 | 170 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $25,203 | 293 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,241 | 170 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,274 | 100 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $12,840 | 100 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,345 | 100 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,094 | 100 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,091 | 50 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $4,234 | 38 | Shares | Sole | 2022-08-12 | |
| 2020-03-31 | $3,190 | 53 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||