Bellevue Group’s Nuvalent NUVL Stock Holding History

Bellevue Group’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	$108M	Buy	1,053,268 +15,800	+2%	+$1.61M	2.57%	13
2025 Q4	$104M	Buy	+1,037,468	New	+$102M	1.98%	15

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

Bellevue Group's NUVL Position: Q1 2026 in Review

Bellevue Group increased its Nuvalent (NUVL) stake by 1.5% in Q1 2026, buying an estimated $1.61M and bringing the position to 1,053,268 shares worth $108M. The position accounts for 2.57% of the portfolio, ranked #13.

Bellevue Group first reported a position in NUVL in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

Bellevue Group held 1,053,268 shares of Nuvalent worth $108M as of Q1 2026.
Bellevue Group bought 15,800 Nuvalent shares in Q1 2026, an estimated $1.61M.
Nuvalent made up 2.57% of Bellevue Group's portfolio in Q1 2026, its #13 holding.
Bellevue Group first reported a position in Nuvalent in Q4 2025 and has held it in 2 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.