Position in NVO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$678,734
+$388,740 QoQ
Shares Held
14,158
+79.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#626
of 1,348 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. NVO ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
This page
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,067 | $522,609 |
All Filings in NVO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,734 | 14,158 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $289,994 | 7,891 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $669,682 | 13,162 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $807,046 | 14,544 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $866,062 | 12,548 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $888,762 | 12,799 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $723,944 | 8,416 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,228,564 | 10,318 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,882,883 | 13,191 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,124,058 | 39,907 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,276,105 | 41,335 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,039,191 | 44,416 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,665,558 | 28,830 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,492,522 | 28,230 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,725,531 | 34,916 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,197,724 | 32,096 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,622,589 | 32,510 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,650,879 | 32,876 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,472,224 | 31,002 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,580,268 | 26,875 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,241,433 | 26,757 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,648,553 | 24,452 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,256,182 | 17,984 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||