Position in NVO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,579,143
+$847,414 QoQ
Shares Held
32,940
+65.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#426
of 1,348 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $19,442,363 across 10 Drug Manufacturers - General names. NVO ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,455 | $4,144,030 | |
| 2 | JNJ |
Johnson & Johnson
|
15,917 | $4,042,440 | |
| 3 | ABBV |
AbbVie Inc.
|
13,033 | $3,279,624 | |
| 4 | NVO |
Novo Nordisk A S
This page
|
32,940 | $1,579,143 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,904 | $1,529,664 | |
| 6 | PFE |
Pfizer Inc
|
62,835 | $1,513,066 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,093 | $1,275,149 | |
| 8 | AMGN |
Amgen Inc
|
2,977 | $1,078,031 |
All Filings in NVO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,143 | 32,940 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $731,729 | 19,911 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $200,060 | 3,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $222,348 | 4,007 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $258,686 | 3,748 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,069 | 3,198 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $252,984 | 2,941 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $266,359 | 2,237 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $276,344 | 1,936 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $225,984 | 1,760 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||