Position in NVO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$76,512
-$155,454 QoQ
Shares Held
1,596
-74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 515 holders
Holding Since
Sep 2023
11 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, 2026Activest Wealth Management holds $3,677,653 across 13 Drug Manufacturers - General names. NVO ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,573 | $3,086,133 | |
| 2 | PFE |
Pfizer Inc
|
8,877 | $213,758 | |
| 3 | MRK |
Merck & Co., Inc.
|
793 | $101,900 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
1,389 | $80,034 | |
| 5 | NVO |
Novo Nordisk A S
This page
|
1,596 | $76,512 | |
| 6 | JNJ |
Johnson & Johnson
|
259 | $65,778 | |
| 7 | ABBV |
AbbVie Inc.
|
100 | $25,164 | |
| 8 | AMGN |
Amgen Inc
|
33 | $11,949 |
All Filings in NVO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,512 | 1,596 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $231,966 | 6,312 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $424,797 | 8,349 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $870,915 | 15,695 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,020,391 | 14,784 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,051,460 | 15,142 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $926,091 | 10,766 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $64,535 | 542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,995 | 42 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,392 | 42 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||