WFA of San Diego, LLC

Position in NVO — Novo Nordisk A S

CIK 1821407 SAN DIEGO, CA

Position in NVO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$453,991

+$78,406 QoQ

Shares Held

9,470

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#744

of 1,348 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WFA of San Diego, LLC holds $2,758,444 across 6 Drug Manufacturers - General names. NVO ranks #4 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	1,948	$705,409
2	LLY	ELI LILLY & Co	409	$490,566
3	JNJ	Johnson & Johnson	1,794	$455,622
4	NVO	Novo Nordisk A S This page	9,470	$453,991
5	ABBV	AbbVie Inc.	1,568	$394,571
6	MRK	Merck & Co., Inc.	2,010	$258,285

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,991	9,470	-7.3%	Shares	Sole	2026-08-14
2026-03-31	$375,585	10,220	-1.0%	Shares	Sole	2026-05-11
2025-12-31	$525,081	10,320	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$571,824	10,305	0.0%	Shares	Sole	2026-02-17
2025-06-30	$711,251	10,305	-0.1%	Shares	Sole	2025-08-15
2024-09-30	$1,228,207	10,315	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,479,500	10,365	-3.6%	Shares	Sole	2024-08-14
2023-09-30	$977,605	10,750	+95.5%	Shares	Sole	2023-11-02
2023-06-30	$890,065	5,500	-17.3%	Shares	Sole	2023-08-10
2022-12-31	$900,011	6,650	-3.6%	Shares	Sole	2023-01-31
2022-09-30	$687,447	6,900	0.0%	Shares	Sole	2022-10-18
2022-06-30	$768,867	6,900	0.0%	Shares	Sole	2022-07-28
2022-03-31	$766,245	6,900	-1.0%	Shares	Sole	2022-04-25
2021-12-31	$780,640	6,970	0.0%	Shares	Sole	2022-02-07
2021-09-30	$669,189	6,970	0.0%	Shares	Sole	2021-10-25
2021-06-30	$583,876	6,970	0.0%	Shares	Sole	2021-08-11
2021-03-31	$469,917	6,970	0.0%	Shares	Sole	2021-05-14
2020-09-30	$483,927	6,970	0.0%	Shares	Sole	2020-11-06
2020-06-30	$456,395	6,970	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.