AssetMark Inc’s Nuvalent NUVL Stock Holding History

AssetMark Inc’s Portfolio NUVL Stock Details NUVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-31	Closed	-$3.83K	–	3868
2026 Q2	$3.83K	Sell	31 -26	-46%	-$2.8K	﹤0.01%	2778
2026 Q1	$5.84K	Buy	57 +22	+63%	+$2.24K	﹤0.01%	2505
2025 Q4	$3.52K	Buy	35 +8	+30%	+$789	﹤0.01%	2581
2025 Q3	$2.34K	Buy	27 +6	+29%	+$474	﹤0.01%	2591
2025 Q2	$1.6K	Buy	+21	New	+$1.54K	﹤0.01%	2492
2025 Q1	–	Sell	-1	Closed	-$78	–	2719
2024 Q4	$78	Buy	+1	New	+$93	﹤0.01%	2550

Other funds holding NUVL

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc's NUVL Position: Q3 2026 in Review

AssetMark Inc sold out of Nuvalent (NUVL) in Q3 2026, closing a stake of 31 shares — an estimated $3.83K sold.

AssetMark Inc first reported a position in NUVL in Q4 2024 and held it in 6 quarters. The position peaked at $5.84K in Q1 2026. 2 funds tracked by Wall St. Rank hold NUVL as of Q3 2026.

AssetMark Inc reported no remaining Nuvalent position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 31 Nuvalent shares in Q3 2026, an estimated $3.83K.
AssetMark Inc first reported a position in Nuvalent in Q4 2024 and held it in 6 quarters.
AssetMark Inc's Nuvalent position peaked at $5.84K in Q1 2026.
2 funds tracked by Wall St. Rank held Nuvalent as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.