Carson Wealth (CWM LLC)
NUVL

Carson Wealth (CWM LLC)’s Nuvalent NUVL Stock Holding History

Carson Wealth (CWM LLC)’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 		$134K Sell
1,308
-9
-0.7% -$917 ﹤0.01% 3033
2025
Q4 		$132K Buy
1,317
+16
+1% +$1.58K ﹤0.01% 2866
2025
Q3 		$113K Sell
1,301
-185
-12% -$14.6K ﹤0.01% 2890
2025
Q2 		$113K Buy
1,486
+1,066
+254% +$78K ﹤0.01% 2607
2025
Q1 		$30K Buy
420
+359
+589% +$28.1K ﹤0.01% 3387
2024
Q4 		$5K Buy
61
+4
+7% +$374 ﹤0.01% 4226
2024
Q3 		$6K Buy
57
+9
+19% +$747 ﹤0.01% 4021
2024
Q2 		$4K Buy
48
+35
+269% +$2.49K ﹤0.01% 3983
2024
Q1 		$1K Buy
13
+1
+8% +$80 ﹤0.01% 4176
2023
Q4 		$1K Hold
12
– – ﹤0.01% 3996
2023
Q3 		$1K Hold
12
– – ﹤0.01% 4032
2023
Q2 		$1K Hold
12
– – ﹤0.01% 4022
2023
Q1 		$0 Sell
12
-3
-20% -$89 ﹤0.01% 4259
2022
Q4 		$0 Buy
+15
New +$418 ﹤0.01% 4163

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NUVL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Nuvalent (NUVL) stake by 0.68% in Q1 2026, selling an estimated $917 and leaving 1,308 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Carson Wealth (CWM LLC) first reported a position in NUVL in Q4 2022 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,308 shares of Nuvalent worth $134K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9 Nuvalent shares in Q1 2026, an estimated $917.
  • Nuvalent made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3033 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuvalent in Q4 2022 and has held it in 14 quarters since.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.