Creative Planning
NUVL

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.94M Buy
38,420
+8,480
+28% +$864K ﹤0.01% 1372
2025
Q4 		$3.01M Buy
29,940
+7,420
+33% +$732K ﹤0.01% 1377
2025
Q3 		$1.95M Buy
22,520
+5,232
+30% +$414K ﹤0.01% 1568
2025
Q2 		$1.32M Buy
17,288
+9,079
+111% +$664K ﹤0.01% 1639
2025
Q1 		$582K Buy
8,209
+5,245
+177% +$410K ﹤0.01% 2148
2024
Q4 		$232K Buy
2,964
+697
+31% +$65.1K ﹤0.01% 2869
2024
Q3 		$232K Buy
+2,267
New +$188K ﹤0.01% 2726

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

Creative Planning's NUVL Position: Q1 2026 in Review

Creative Planning increased its Nuvalent (NUVL) stake by 28% in Q1 2026, buying an estimated $864K and bringing the position to 38,420 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Creative Planning first reported a position in NUVL in Q3 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Creative Planning held 38,420 shares of Nuvalent worth $3.94M as of Q1 2026.
  • Creative Planning bought 8,480 Nuvalent shares in Q1 2026, an estimated $864K.
  • Nuvalent made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1372 holding.
  • Creative Planning first reported a position in Nuvalent in Q3 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.