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Bigelow Investment Advisors, LLC Historic Quarter Change: Foreign Stocks, Sold Out

Bigelow Investment Advisors, LLC historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Bigelow Investment Advisors, LLC opened 4 positions, added to 5, reduced 0 and sold out of 3.

  • Q3 2025: Stock NVO; Country of operation —; Class ADR; Shares before 3,084.
  • Q4 2024: Stock NVO; Country of operation —; Class ADR; Shares before 2,123.
  • Q2 2024: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 4,955.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025NVO
NOVO-NORDISK A S
ADR3,0840-3,084$212,858$0-$212,8582025-10-22
Q4 2024NVO
NOVO-NORDISK A S
ADR2,1230-2,123$252,786$0-$252,7862025-01-31
Q2 2024GSK
GSK PLC
SPONSORED ADR4,9550-4,955$212,421$0-$212,4212024-10-15

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