Beverly Hills Private Wealth, LLC

Position in NVO — Novo Nordisk A S

CIK 1965710 BEVERLY HILLS, CA

Position in NVO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,047,161

+$1,197,057 QoQ

Shares Held

63,562

+26.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#294

of 1,348 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $13,330,659 across 9 Drug Manufacturers - General names. NVO ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	14,225	$3,612,722
2	NVO	Novo Nordisk A S This page	63,562	$3,047,161
3	GSK	GSK plc	33,201	$1,740,395
4	ABBV	AbbVie Inc.	6,164	$1,551,108
5	LLY	ELI LILLY & Co	994	$1,192,233
6	AMGN	Amgen Inc	2,339	$846,998
7	MRK	Merck & Co., Inc.	5,600	$719,600
8	NVS	Novartis AG	2,596	$406,845

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,047,161	63,562	+26.3%	Shares	Other	2026-08-07
2026-03-31	$1,850,104	50,343	+17.1%	Shares	Sole	2026-05-04
2025-12-31	$2,186,872	42,981	-6.4%	Shares	Sole	2026-02-17
2025-09-30	$2,547,044	45,901	+2.3%	Shares	Sole	2025-11-10
2025-06-30	$3,097,754	44,882	+3.9%	Shares	Sole	2025-07-29
2025-03-31	$3,000,012	43,203	+19.5%	Shares	Sole	2025-04-30
2024-12-31	$3,110,049	36,155	+20.7%	Shares	Sole	2025-02-14
2024-09-30	$3,566,739	29,955	+21.5%	Shares	Defined	2024-11-12
2024-06-30	$3,518,251	24,648	+19.9%	Shares	Sole	2024-08-08
2024-03-31	$2,640,544	20,565	+28.8%	Shares	Sole	2024-05-09
2023-12-31	$1,651,472	15,964	+26.3%	Shares	Sole	2024-01-30
2023-09-30	$1,149,387	12,639	+43.8%	Shares	Sole	2023-11-08
2023-06-30	$1,422,809	8,792	+45.9%	Shares	Sole	2023-08-10
2023-03-31	$958,977	6,026	+59.1%	Shares	Sole	2023-05-04
2022-12-31	$512,667	3,788	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.