Position in NVO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,931,383
+$9,839,422 QoQ
Shares Held
269,741
+220.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#137
of 1,348 holders
Holding Since
Mar 2026
2 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, 2026Philip James Wealth Mangement, LLC holds $77,068,819 across 8 Drug Manufacturers - General names. NVO ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
173,727 | $22,323,919 | |
| 2 | JNJ |
Johnson & Johnson
|
81,906 | $20,801,666 | |
| 3 | NVO |
Novo Nordisk A S
This page
|
269,741 | $12,931,383 | |
| 4 | PFE |
Pfizer Inc
|
443,426 | $10,677,698 | |
| 5 | LLY |
ELI LILLY & Co
|
4,241 | $5,086,783 | |
| 6 | AMGN |
Amgen Inc
|
8,948 | $3,240,249 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
12,976 | $1,639,387 | |
| 8 | BIIB |
Biogen Inc.
|
1,702 | $367,734 |
All Filings in NVO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,931,383 | 269,741 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,091,961 | 84,135 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||