Nova Wealth Management’s Alico ALCO Stock Holding History

Nova Wealth Management’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-103	Closed	-$3.07K	–	748
2025 Q1	$3.07K	Buy	+103	New	+$3.06K	﹤0.01%	414

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nova Wealth Management's ALCO Position: Q2 2025 in Review

Nova Wealth Management sold out of Alico (ALCO) in Q2 2025, closing a stake of 103 shares — an estimated $3.07K sold.

Nova Wealth Management first reported a position in ALCO in Q1 2025 and held it in 1 quarter. The position peaked at $3.07K in Q1 2025. 96 funds tracked by Wall St. Rank hold ALCO as of Q2 2025.

Nova Wealth Management reported no remaining Alico position as of Q2 2025 after selling out during the quarter.
Nova Wealth Management sold 103 Alico shares in Q2 2025, an estimated $3.07K.
Nova Wealth Management first reported a position in Alico in Q1 2025 and held it in 1 quarter.
Nova Wealth Management's Alico position peaked at $3.07K in Q1 2025.
96 funds tracked by Wall St. Rank held Alico as of Q2 2025.

Based on Nova Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.