Position in NVO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$211,846
-$7,904 QoQ
Shares Held
4,419
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,015
of 1,348 holders
Holding Since
Jun 2025
4 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, 2026Wealthspire Retirement, LLC holds $12,147,949 across 7 Drug Manufacturers - General names. NVO ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,801 | $4,559,033 | |
| 2 | AMGN |
Amgen Inc
|
5,922 | $2,144,474 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
16,083 | $2,031,926 | |
| 4 | JNJ |
Johnson & Johnson
|
6,399 | $1,625,154 | |
| 5 | ABBV |
AbbVie Inc.
|
3,720 | $936,100 | |
| 6 | MRK |
Merck & Co., Inc.
|
4,976 | $639,416 | |
| 7 | NVO |
Novo Nordisk A S
This page
|
4,419 | $211,846 |
All Filings in NVO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,846 | 4,419 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $219,750 | 4,319 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $237,552 | 4,281 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $307,829 | 4,460 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||