Position in NVO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$742,302
+$136,295 QoQ
Shares Held
15,484
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#599
of 1,348 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $36,879,063 across 9 Drug Manufacturers - General names. NVO ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,178 | $11,008,369 | |
| 2 | ABBV |
AbbVie Inc.
|
43,276 | $10,889,972 | |
| 3 | JNJ |
Johnson & Johnson
|
28,114 | $7,140,112 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,305 | $2,480,692 | |
| 5 | PFE |
Pfizer Inc
|
88,537 | $2,131,970 | |
| 6 | AZN |
Astrazeneca PLC
|
6,845 | $1,297,948 | |
| 7 | AMGN |
Amgen Inc
|
2,136 | $773,488 | |
| 8 | NVO |
Novo Nordisk A S
This page
|
15,484 | $742,302 |
All Filings in NVO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,302 | 15,484 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $606,007 | 16,490 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,247,933 | 24,527 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,128,207 | 38,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,453,384 | 35,546 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,532,263 | 22,066 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,313,318 | 38,518 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,605,627 | 38,680 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,761,842 | 40,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,809,242 | 29,667 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,078,258 | 29,756 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $941,695 | 6,958 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $703,985 | 7,066 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||