Novo Nordisk A/S shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Novo Nordisk A/S (NVO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Novo Nordisk A/S
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All positions including Novo Nordisk A/S held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Novo Nordisk A/S by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $278k | 4.0k | 69.02 |
| 2025-03-31 | $301k | 4.3k | 69.44 |
| 2024-12-31 | $435k | 5.1k | 86.02 |
| 2024-09-30 | $576k | 4.8k | 119.07 |
| 2024-06-30 | $1.3M | 9.0k | 142.74 |
| 2024-03-31 | $1.1M | 8.9k | 128.40 |
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