Position in NVO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,494,797
+$599,931 QoQ
Shares Held
52,040
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#337
of 1,348 holders
Holding Since
Dec 2023
6 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, 2026Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. NVO ranks #7 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,163 | $3,793,797 | |
| 2 | ABBV |
AbbVie Inc.
|
12,838 | $3,230,554 | |
| 3 | MRK |
Merck & Co., Inc.
|
22,801 | $2,929,928 | |
| 4 | GSK |
GSK plc
|
51,040 | $2,675,516 | |
| 5 | NVS |
Novartis AG
|
16,777 | $2,629,291 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
43,542 | $2,508,890 | |
| 7 | NVO |
Novo Nordisk A S
This page
|
52,040 | $2,494,797 | |
| 8 | PFE |
Pfizer Inc
|
93,529 | $2,252,178 |
All Filings in NVO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,494,797 | 52,040 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,894,866 | 51,561 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 | $327,085 | 2,747 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $376,119 | 2,635 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $299,814 | 2,335 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $232,969 | 2,252 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||