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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

NVO holding history

Novo Nordisk A S in every 13F filed by Bartlett & Co. 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)
39,312
Value
$1.88M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVO by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,312$1.88M<0.1%00.0%UnchangedHolders
Q1 202639,312$1.75M<0.1%−1,599−3.9%ReducedHolders
Q4 202540,911$2.08M<0.1%−105−0.3%ReducedHolders
Q3 202541,016$2.28M<0.1%−1,904−4.4%ReducedHolders
Q2 202542,920$2.96M<0.1%+34+0.1%AddedHolders
Q1 202542,886$3.03M<0.1%−28,859−40.2%ReducedHolders
Q4 202471,745$6.17M0.1%00.0%UnchangedHolders
Q3 202471,745$8.54M0.1%−2,220−3.0%ReducedHolders
Q2 202473,965$10.6M0.2%00.0%UnchangedHolders
Q1 202473,965$9.57M0.1%−29,916−28.8%ReducedHolders
Q4 2023103,881$10.7M0.2%+607+0.6%AddedHolders
Q3 2023103,274$9.39M0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 202351,637$8.36M0.1%00.0%UnchangedHolders
Q1 202351,637$8.28M0.2%00.0%UnchangedHolders
Q4 202251,637$6.99M0.1%−1,557−2.9%ReducedHolders
Q3 202253,194$5.30M0.1%00.0%UnchangedHolders
Q2 202253,194$5.93M0.1%00.0%UnchangedHolders
Q1 202253,194$5.96M0.1%−1,255−2.3%ReducedHolders
Q4 202154,449$6.10M0.1%00.0%UnchangedHolders
Q3 202154,449$5.23M0.1%−240.0%ReducedHolders
Q2 202154,473$4.56M0.1%00.0%UnchangedHolders
Q1 202154,473$3.68M0.1%––Holders

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