Creative Planning
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Creative Planning’s Nuvalent NUVL Stock Holding History

Creative Planning’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Buy
17,288
+9,079
+111% +$693K ﹤0.01% 1634
2025
Q1 		$582K Buy
8,209
+5,245
+177% +$372K ﹤0.01% 2143
2024
Q4 		$232K Buy
2,964
+697
+31% +$54.6K ﹤0.01% 2860
2024
Q3 		$232K Buy
+2,267
New +$232K ﹤0.01% 2726