PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in NVO — Novo Nordisk A S
CIK 2145782
WALTHAM, MA
Position in NVO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,614
+$16,332 QoQ
Shares Held
430
+1333.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,186
of 1,348 holders
Holding Since
Jun 2024
2 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,189,069 across 10 Drug Manufacturers - General names. NVO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
12,304 | $708,956 | |
| 2 | JNJ |
Johnson & Johnson
|
2,069 | $525,463 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,551 | $456,303 | |
| 4 | LLY |
ELI LILLY & Co
|
192 | $230,290 | |
| 5 | ABBV |
AbbVie Inc.
|
874 | $219,933 | |
| 6 | NVO |
Novo Nordisk A S
This page
|
430 | $20,614 | |
| 7 | PFE |
Pfizer Inc
|
803 | $19,336 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
50 | $6,317 |
All Filings in NVO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,614 | 430 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $4,282 | 30 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||