SEC 13F Intelligence

Iams Wealth Management, LLC / NVO

Iams Wealth Management, LLC’s Novo-Nordisk A S Position

Does Iams Wealth Management, LLC own Novo-Nordisk A S (NVO)? Not currently — the last reported position was 57.0K shares worth $3M in Q4 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
57.0K
% of Portfolio
+1.05%
Quarters Held
10
position exited

Position History NVO

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202557.0K$3M+1.05%
Q3 202549.3K$3M+1.10%
Q2 202536.7K$3M+1.16%
Q1 202536.9K$3M+1.17%
Q4 202423.8K$2M+0.93%
Q3 202417.0K$2M+0.99%
Q2 202415.9K$2M+1.24%
Q1 202416.2K$2M+1.20%
Q4 202318.6K$2M+1.25%
Q3 202320.8K$2M+1.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iams Wealth Management, LLC’s full portfolio or all institutional holders of NVO.