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Compass Wealth Management’s Nuvalent NUVL Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-850
Closed -$60.3K – 322
2025
Q1 		$60.3K Hold
850
– – 0.02% 227
2024
Q4 		$66.5K Hold
850
– – 0.02% 222
2024
Q3 		$87K Hold
850
– – 0.02% 211
2024
Q2 		$64.5K Hold
850
– – 0.02% 228
2024
Q1 		$63.8K Hold
850
– – 0.02% 231
2023
Q4 		$62.6K Buy
+850
New +$52.6K 0.02% 227

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Compass Wealth Management's NUVL Position: Q2 2025 in Review

Compass Wealth Management sold out of Nuvalent (NUVL) in Q2 2025, closing a stake of 850 shares — an estimated $60.3K sold.

Compass Wealth Management first reported a position in NUVL in Q4 2023 and held it in 6 quarters. The position peaked at $87K in Q3 2024. 209 funds tracked by Wall St. Rank hold NUVL as of Q2 2025.

  • Compass Wealth Management reported no remaining Nuvalent position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 850 Nuvalent shares in Q2 2025, an estimated $60.3K.
  • Compass Wealth Management first reported a position in Nuvalent in Q4 2023 and held it in 6 quarters.
  • Compass Wealth Management's Nuvalent position peaked at $87K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Nuvalent as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.