NVO Novo Nordisk ADR FS

Ownership history in EVERETT HARRIS & CO /CA/  ·  108 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Novo Nordisk ADR FS (NVO) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.84% in 2024 Q2. The latest visible filing shows NVO at 3.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Novo Nordisk ADR FS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVO was reported at 3.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.84% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held NVO — position size vs. price
% of Fund (quarterly)    NVO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,407,366 +13,586 +0.2% 3.94% $326.0M 2026-02-14 (Est.) $47.82
2025 Q3 REDUCED 6,393,780 -402 -0.0% 4.37% $354.8M 2025-11-03 $47.37
2025 Q2 REDUCED 6,394,182 -13,840 -0.2% 5.66% $441.3M 2025-08-08 $48.72
2025 Q1 REDUCED 6,408,022 -45,067 -0.7% 5.71% $445.0M 2025-05-12 $64.62
2024 Q4 ADDED 6,453,089 +14,475 +0.2% 7.01% $555.1M 2025-01-24 $82.58
2024 Q3 REDUCED 6,438,614 -46,140 -0.7% 9.51% $766.6M 2024-10-18 $110.86
2024 Q2 REDUCED 6,484,754 -12,618 -0.2% 11.84% $925.6M 2024-08-02 $119.23
2024 Q1 REDUCED 6,497,372 -15,417 -0.2% 11.05% $834.3M 2024-04-19 $114.76
2023 Q4 REDUCED 6,512,789 -26,413 -0.4% 9.64% $673.7M 2024-01-18 $99.87
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and NVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning NVO?

EVERETT HARRIS & CO /CA/ reported NVO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVO position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for NVO was 11.84% in 2024 Q2.

What is the latest reported NVO position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 6,407,366 shares, equal to 3.94% of portfolio, with an estimated market value of $326.0M.

What does the chart on this NVO ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly NVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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