Position in NVO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$210,614
New position
Shares Held
5,731
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. NVO ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,209 | $7,550,391 | |
| 2 | JNJ |
Johnson & Johnson
|
28,074 | $6,862,408 | |
| 3 | ABBV |
AbbVie Inc.
|
23,411 | $5,091,658 | |
| 4 | MRK |
Merck & Co., Inc.
|
30,597 | $3,680,513 | |
| 5 | AMGN |
Amgen Inc
|
3,351 | $1,179,049 | |
| 6 | NVS |
Novartis AG
|
7,605 | $1,161,663 | |
| 7 | PFE |
Pfizer Inc
|
20,298 | $569,967 | |
| 8 | NVO |
Novo Nordisk A S
This page
|
5,731 | $210,614 |
All Filings in NVO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,614 | 5,731 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||