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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

NVO holding history

Novo Nordisk A S in every 13F filed by EP Wealth 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)
28,562
Value
$1.37M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of NVO by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,562$1.37M<0.1%+5,559+24.2%AddedHolders
Q1 202623,003$845.4K<0.1%−14,245−38.2%ReducedHolders
Q4 202537,248$1.90M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202547,637$3.29M<0.1%+740+1.6%AddedHolders
Q1 202546,897$3.26M<0.1%−11,208−19.3%ReducedHolders
Q4 202458,105$5.00M<0.1%−17,461−23.1%ReducedHolders
Q3 202475,566$9.00M0.1%+9,722+14.8%AddedHolders
Q2 202465,844$9.40M0.1%+17,982+37.6%AddedHolders
Q1 202447,862$6.15M0.1%+1,935+4.2%AddedHolders
Q4 202345,927$4.75M0.1%+1,081+2.4%AddedHolders
Q3 202344,846$4.08M0.1%+27,962+165.6%AddedConverted for a 2-for-1 splitHolders
Q2 20238,442$3.11M<0.1%−67,647−88.9%ReducedHolders
Q1 202376,089$21.1M0.4%+60,096+375.8%AddedHolders
Q4 202215,993$2.16M<0.1%+553+3.6%AddedHolders
Q3 202215,440$1.54M<0.1%+10,611+219.7%AddedHolders
Q2 20224,829$538.0K<0.1%+204+4.4%AddedHolders
Q1 20224,625$514.0K<0.1%−312−6.3%ReducedHolders
Q4 20214,937$553.0K<0.1%+720+17.1%AddedHolders
Q3 20214,217$405.0K<0.1%+683+19.3%AddedHolders
Q2 20213,534$296.0K<0.1%+146+4.3%AddedHolders
Q1 20213,388$228.0K<0.1%––Holders

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