Aspiriant LLC
PVLA icon

Aspiriant LLC’s Palvella Therapeutics PVLA Stock Holding History

Aspiriant LLC’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$807K Hold
5,852
– – 0.02% 197
2026
Q2 		$894K Hold
5,852
– – 0.02% 184
2026
Q1 		$729K Hold
5,852
– – 0.02% 184
2025
Q4 		$613K Hold
5,852
– – 0.02% 200
2025
Q3 		$367K Buy
+5,852
New +$261K 0.01% 226

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Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC's PVLA Position: Q3 2026 in Review

Aspiriant LLC held its Palvella Therapeutics (PVLA) position steady in Q3 2026 at 5,852 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #197.

Aspiriant LLC first reported a position in PVLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $894K in Q2 2026. 19 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

  • Aspiriant LLC held 5,852 shares of Palvella Therapeutics worth $807K as of Q3 2026.
  • Aspiriant LLC left its Palvella Therapeutics share count unchanged in Q3 2026.
  • Palvella Therapeutics made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #197 holding.
  • Aspiriant LLC first reported a position in Palvella Therapeutics in Q3 2025 and has held it in 5 quarters since.
  • Aspiriant LLC's Palvella Therapeutics position peaked at $894K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.