Position in NVO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$268,799
-$1,016,017 QoQ
Shares Held
5,607
-84.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#925
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, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. NVO ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
This page
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in NVO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,799 | 5,607 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,284,816 | 34,961 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,612,336 | 31,689 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $216,799 | 3,907 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $271,386 | 3,932 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $341,089 | 4,912 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $540,635 | 6,285 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,608,992 | 13,513 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,928,845 | 13,513 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,791,565 | 13,953 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,370,815 | 13,251 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,264,520 | 13,905 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,138,959 | 7,038 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,106,977 | 6,956 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,350,151 | 9,976 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,002,676 | 10,064 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,130,234 | 10,143 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,364,027 | 12,283 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,370,432 | 12,236 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,314,568 | 13,692 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,113,889 | 13,297 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $986,219 | 14,628 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $965,536 | 13,823 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||