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 Q2	$130M	Hold	1,053,268	–	–	2.74%	9
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 $9.59B AUM 113.36% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Bellevue Group's NUVL Position: Q2 2026 in Review

Bellevue Group held its Nuvalent (NUVL) position steady in Q2 2026 at 1,053,268 shares worth $130M. The position accounts for 2.74% of the portfolio, ranked #9.

Bellevue Group first reported a position in NUVL in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Bellevue Group held 1,053,268 shares of Nuvalent worth $130M as of Q2 2026.
Bellevue Group left its Nuvalent share count unchanged in Q2 2026.
Nuvalent made up 2.74% of Bellevue Group's portfolio in Q2 2026, its #9 holding.
Bellevue Group first reported a position in Nuvalent in Q4 2025 and has held it in 3 quarters since.
293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.