William Allan Corp’s Novo Nordisk NVO Stock Holding History

William Allan Corp’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	-4,178	Closed	-$359K	–	56
2024 Q4	$359K	Hold	4,178	–	–	0.22%	49
2024 Q3	$497K	Hold	4,178	–	–	0.31%	47
2024 Q2	$596K	Hold	4,178	–	–	0.4%	46
2024 Q1	$536K	Hold	4,178	–	–	0.36%	45
2023 Q4	$432K	Hold	4,178	–	–	0.31%	44
2023 Q3	$380K	Hold	4,178	–	–	0.3%	44
2023 Q2	$338K	Hold	4,178	–	–	0.26%	43
2023 Q1	$332K	Hold	4,178	–	–	0.26%	46
2022 Q4	$283K	Hold	4,178	–	–	0.24%	47
2022 Q3	$208K	Hold	4,178	–	–	0.19%	49
2022 Q2	$233K	Buy	4,178 +348	+9%	+$19.3K	0.21%	46
2022 Q1	$213K	Hold	3,830	–	–	0.16%	47
2021 Q4	$214K	Buy	+3,830	New	+$207K	0.15%	43

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

William Allan Corp's NVO Position: Q1 2025 in Review

William Allan Corp sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 4,178 shares — an estimated $359K sold.

William Allan Corp first reported a position in NVO in Q4 2021 and held it in 13 quarters. The position peaked at $596K in Q2 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

William Allan Corp reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
William Allan Corp sold 4,178 Novo Nordisk shares in Q1 2025, an estimated $359K.
William Allan Corp first reported a position in Novo Nordisk in Q4 2021 and held it in 13 quarters.
William Allan Corp's Novo Nordisk position peaked at $596K in Q2 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on William Allan Corp's 13F filing for Q1 2025, filed 5 May 2025.