Marshall & Sterling Wealth Advisors Inc.
Position in NVO — Novo Nordisk A S
CIK 2056315
POUGHKEEPSIE, NY
Position in NVO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,690
+$2,679 QoQ
Shares Held
223
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,230
of 1,348 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $1,416,991 across 9 Drug Manufacturers - General names. NVO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,071 | $749,950 | |
| 2 | ABBV |
AbbVie Inc.
|
1,760 | $442,886 | |
| 3 | NVS |
Novartis AG
|
518 | $81,180 | |
| 4 | MRK |
Merck & Co., Inc.
|
463 | $59,495 | |
| 5 | LLY |
ELI LILLY & Co
|
40 | $47,977 | |
| 6 | NVO |
Novo Nordisk A S
This page
|
223 | $10,690 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
71 | $8,970 | |
| 8 | PFE |
Pfizer Inc
|
331 | $7,970 |
All Filings in NVO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,690 | 223 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,011 | 218 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,091 | 218 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,488 | 171 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $12,905 | 187 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,776 | 184 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,870 | 138 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||