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
Q2 		$6.36M Buy
51,487
+13,067
+34% +$1.41M ﹤0.01% 1214
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 $9.59B AUM 113.36% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Creative Planning's NUVL Position: Q2 2026 in Review

Creative Planning increased its Nuvalent (NUVL) stake by 34% in Q2 2026, buying an estimated $1.41M and bringing the position to 51,487 shares worth $6.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Creative Planning first reported a position in NUVL in Q3 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Creative Planning held 51,487 shares of Nuvalent worth $6.36M as of Q2 2026.
  • Creative Planning bought 13,067 Nuvalent shares in Q2 2026, an estimated $1.41M.
  • Nuvalent made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1214 holding.
  • Creative Planning first reported a position in Nuvalent in Q3 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.