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Livermore
Livermore
ZHEN

Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

NVO holding history

Novo Nordisk A S in every 13F filed by Defined Wealth Management, 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)
5,392
Value
$258.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NVO by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,392$258.5K0.1%+5,392NewHolders
Q1 20260$00.0%−5,199−100.0%Sold outHolders
Q4 20255,199$264.5K0.2%−797−13.3%ReducedHolders
Q3 20255,996$332.7K0.2%−1,282−17.6%ReducedHolders
Q2 20257,278$502.3K0.3%+785+12.1%AddedHolders
Q1 20256,493$450.9K0.3%−27−0.4%ReducedHolders
Q4 20246,520$560.9K0.4%−16−0.2%ReducedHolders
Q3 20246,536$778.2K0.5%+21+0.3%AddedHolders
Q2 20246,515$930.0K0.6%+66+1.0%AddedHolders
Q1 20246,449$828.1K0.6%−43−0.7%ReducedHolders
Q4 20236,492$671.6K0.5%+106+1.7%AddedHolders
Q3 20236,386$580.7K0.5%−204−3.1%ReducedConverted for a 2-for-1 splitHolders
Q2 20233,295$533.2K0.4%+5+0.2%AddedHolders
Q1 20233,290$523.6K0.5%00.0%UnchangedHolders
Q4 20223,290$445.3K0.4%+130+4.1%AddedHolders
Q3 20223,160$315.0K0.3%+35+1.1%AddedHolders
Q2 20223,125$348.0K0.4%−50−1.6%ReducedHolders
Q1 20223,175$353.0K0.3%00.0%UnchangedHolders
Q4 20213,175$356.0K0.3%00.0%UnchangedHolders
Q3 20213,175$305.0K0.3%00.0%UnchangedHolders
Q2 20213,175$266.0K0.2%00.0%UnchangedHolders
Q1 20213,175$214.0K0.2%––Holders

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