Pallas Capital Advisors’s Novo Nordisk NVO Stock Holding History

Pallas Capital Advisors’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,622	Closed	-$570K	–	792
2024 Q4	$570K	Sell	6,622 -98	-1%	-$10.6K	0.02%	342
2024 Q3	$766K	Buy	6,720 +64	+1%	+$8.54K	0.03%	269
2024 Q2	$865K	Sell	6,656 -80	-1%	-$10.6K	0.04%	224
2024 Q1	$865K	Sell	6,736 -2,018	-23%	-$240K	0.04%	221
2023 Q4	$906K	Buy	8,754 +1,550	+22%	+$153K	0.05%	214
2023 Q3	$694K	Buy	+7,204	New	+$635K	0.04%	202
2022 Q2	–	Sell	-4,170	Closed	-$246K	–	241
2022 Q1	$246K	Sell	4,170 -2,818	-40%	-$145K	0.03%	217
2021 Q4	$333K	Sell	6,988 -1,046	-13%	-$56.7K	0.04%	239
2021 Q3	$464K	Buy	8,034 +2,496	+45%	+$121K	0.05%	239
2021 Q2	$272K	Buy	+5,538	New	+$215K	0.04%	260

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Pallas Capital Advisors's NVO Position: Q1 2025 in Review

Pallas Capital Advisors sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 6,622 shares — an estimated $570K sold.

Pallas Capital Advisors first reported a position in NVO in Q2 2021 and held it in 10 quarters. The position peaked at $906K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Pallas Capital Advisors reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Pallas Capital Advisors sold 6,622 Novo Nordisk shares in Q1 2025, an estimated $570K.
Pallas Capital Advisors first reported a position in Novo Nordisk in Q2 2021 and held it in 10 quarters.
Pallas Capital Advisors's Novo Nordisk position peaked at $906K in Q4 2023.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Pallas Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.