Novo-Nordisk A-S Adr - K7314N152
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacobus Wealth Management, Inc. | History | No change | 5,300 | 245 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| Asset Planning,Inc | History | New | 5,250 | 192 | 0.14% | — | 2 | +5,250 | New | Q1 2026 | Apr 23, 2026 |
| Destination Wealth Management | History | Closed out | 0 | 0 | — | 0.65% | — | -137,417 | -100.0% | Q1 2026 | May 15, 2026 |