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 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	$2.33K	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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AssetMark Inc's NUVL Position: Q1 2026 in Review

AssetMark Inc increased its Nuvalent (NUVL) stake by 63% in Q1 2026, buying an estimated $2.24K and bringing the position to 57 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

AssetMark Inc first reported a position in NUVL in Q4 2024 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

AssetMark Inc held 57 shares of Nuvalent worth $5.84K as of Q1 2026.
AssetMark Inc bought 22 Nuvalent shares in Q1 2026, an estimated $2.24K.
Nuvalent made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2505 holding.
AssetMark Inc first reported a position in Nuvalent in Q4 2024 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.