Position in NVO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,495,593
+$2,404,008 QoQ
Shares Held
72,916
+145.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#272
of 1,348 holders
Holding Since
Sep 2025
4 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, 2026Fortis Group Advisors, LLC holds $10,238,680 across 11 Drug Manufacturers - General names. NVO ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,471 | $4,163,221 | |
| 2 | NVO |
Novo Nordisk A S
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|
72,916 | $3,495,593 | |
| 3 | PFE |
Pfizer Inc
|
62,653 | $1,508,683 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,715 | $605,877 | |
| 5 | AMGN |
Amgen Inc
|
559 | $202,424 | |
| 6 | JNJ |
Johnson & Johnson
|
718 | $182,350 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
246 | $31,079 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
500 | $28,810 |
All Filings in NVO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,495,593 | 72,916 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,091,585 | 29,703 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,826,379 | 75,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $689,907 | 12,433 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||