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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

NVO holding history

Novo Nordisk A S in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVO overviewAll 13F holders of NVOFull Q2 2026 holdings

Shares (Q2 2026)
36,875
Value
$1.77M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVO by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,875$1.77M<0.1%+280+0.8%AddedHolders
Q1 202636,595$1.34M<0.1%+22,443+158.6%AddedHolders
Q4 202514,152$720.0K<0.1%−4,293−23.3%ReducedHolders
Q3 202518,445$1.02M<0.1%−386−2.0%ReducedHolders
Q2 202518,831$1.30M<0.1%−3,479−15.6%ReducedHolders
Q1 202522,310$1.55M<0.1%−604−2.6%ReducedHolders
Q4 202422,914$1.97M<0.1%−33−0.1%ReducedHolders
Q3 202422,947$2.73M<0.1%+7,220+45.9%AddedHolders
Q2 202415,727$2.24M<0.1%+13,113+501.6%AddedHolders
Q1 20242,614$346.2K<0.1%+35+1.4%AddedHolders
Q4 20232,579$266.8K<0.1%+91+3.7%AddedHolders
Q3 20232,488$226.3K<0.1%+326+15.1%AddedConverted for a 2-for-1 splitHolders
Q2 20231,081$174.9K<0.1%+577+114.5%AddedHolders
Q1 2023504$80.2K<0.1%+190+60.5%AddedHolders
Q4 2022314$42.5K<0.1%00.0%UnchangedHolders
Q3 2022314$31.0K<0.1%00.0%UnchangedHolders
Q2 2022314$35.0K<0.1%00.0%UnchangedHolders
Q1 2022314$35.0K<0.1%00.0%UnchangedHolders
Q4 2021314$35.0K<0.1%00.0%UnchangedHolders
Q3 2021314$30.0K<0.1%+164+109.3%AddedHolders
Q2 2021150$13.0K<0.1%00.0%UnchangedHolders
Q1 2021150$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.