Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

NVO holding history

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

NVO overview All 13F holders of NVO Full Q2 2026 holdings

Shares (Q2 2026): 5,607
Value: $268.8K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of NVO by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,607	$268.8K	<0.1%	−29,354−84.0%	Reduced	Holders
Q1 2026	34,961	$1.28M	0.2%	+3,272+10.3%	Added	Holders
Q4 2025	31,689	$1.61M	0.3%	+27,782+711.1%	Added	Holders
Q3 2025	3,907	$216.8K	<0.1%	−25−0.6%	Reduced	Holders
Q2 2025	3,932	$272.6K	0.1%	−980−20.0%	Reduced	Holders
Q1 2025	4,912	$341.1K	0.1%	−1,373−21.8%	Reduced	Holders
Q4 2024	6,285	$540.6K	0.1%	−7,228−53.5%	Reduced	Holders
Q3 2024	13,513	$1.61M	0.4%	00.0%	Unchanged	Holders
Q2 2024	13,513	$1.93M	0.5%	−440−3.2%	Reduced	Holders
Q1 2024	13,953	$1.79M	0.5%	+702+5.3%	Added	Holders
Q4 2023	13,251	$1.37M	0.4%	−654−4.7%	Reduced	Holders
Q3 2023	13,905	$1.26M	0.5%	−171−1.2%	ReducedConverted for a 2-for-1 split	Holders
Q2 2023	7,038	$1.14M	0.4%	+82+1.2%	Added	Holders
Q1 2023	6,956	$1.11M	0.4%	−3,020−30.3%	Reduced	Holders
Q4 2022	9,976	$1.35M	0.5%	−88−0.9%	Reduced	Holders
Q3 2022	10,064	$1.00M	0.4%	−79−0.8%	Reduced	Holders
Q2 2022	10,143	$1.13M	0.5%	−2,140−17.4%	Reduced	Holders
Q1 2022	12,283	$1.36M	0.6%	+47+0.4%	Added	Holders
Q4 2021	12,236	$1.37M	0.5%	−1,456−10.6%	Reduced	Holders
Q3 2021	13,692	$1.31M	0.7%	+395+3.0%	Added	Holders
Q2 2021	13,297	$1.11M	0.6%	−1,331−9.1%	Reduced	Holders
Q1 2021	14,628	$986.0K	0.6%	–	–	Holders

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