Position in NVO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$329,682
+$201,645 QoQ
Shares Held
6,877
+97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#856
of 1,348 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $14,093,892 across 16 Drug Manufacturers - General names. NVO ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,982 | $3,576,700 | |
| 2 | JNJ |
Johnson & Johnson
|
12,180 | $3,093,353 | |
| 3 | ABBV |
AbbVie Inc.
|
11,289 | $2,840,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
15,221 | $1,955,898 | |
| 5 | NVS |
Novartis AG
|
2,933 | $459,659 | |
| 6 | PFE |
Pfizer Inc
|
17,688 | $425,927 | |
| 7 | AMGN |
Amgen Inc
|
1,056 | $382,398 | |
| 8 | NVO |
Novo Nordisk A S
This page
|
6,877 | $329,682 |
All Filings in NVO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,682 | 6,877 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $128,037 | 3,484 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $162,510 | 3,194 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $299,090 | 5,390 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $803,254 | 11,638 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $940,773 | 13,548 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,123,421 | 13,060 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,534,097 | 12,884 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $904,115 | 6,334 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,785 | 84 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||