Clearstead Advisors’s Nuvalent NUVL Stock Holding History

Clearstead Advisors’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	-68	Closed	-$8.4K	–	3749
2026 Q2	$8.4K	Buy	+68	New	+$7.31K	﹤0.01%	2038
2025 Q3	–	Sell	-46	Closed	-$3.51K	–	3193
2025 Q2	$3.51K	Hold	46	–	–	﹤0.01%	2205
2025 Q1	$3.26K	Hold	46	–	–	﹤0.01%	1813
2024 Q4	$3.6K	Buy	+46	New	+$4.3K	﹤0.01%	1775

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

Clearstead Advisors's NUVL Position: Q3 2026 in Review

Clearstead Advisors sold out of Nuvalent (NUVL) in Q3 2026, closing a stake of 68 shares — an estimated $8.4K sold.

Clearstead Advisors first reported a position in NUVL in Q4 2024 and held it in 4 quarters. The position peaked at $8.4K in Q2 2026. 2 funds tracked by Wall St. Rank hold NUVL as of Q3 2026.

Clearstead Advisors reported no remaining Nuvalent position as of Q3 2026 after selling out during the quarter.
Clearstead Advisors sold 68 Nuvalent shares in Q3 2026, an estimated $8.4K.
Clearstead Advisors first reported a position in Nuvalent in Q4 2024 and held it in 4 quarters.
Clearstead Advisors's Nuvalent position peaked at $8.4K in Q2 2026.
2 funds tracked by Wall St. Rank held Nuvalent as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.