Erste Asset Management’s Nuvalent NUVL Stock Holding History

Erste Asset 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
2026 Q1	$1.11M	Hold	11,500	–	–	0.01%	434
2025 Q4	$1.17M	Hold	11,500	–	–	0.01%	423
2025 Q3	$976K	Hold	11,500	–	–	0.01%	416
2025 Q2	$916K	Hold	11,500	–	–	0.01%	522
2025 Q1	$840K	Hold	11,500	–	–	0.01%	390
2024 Q4	$923K	Hold	11,500	–	–	0.01%	397
2024 Q3	$1.14M	Hold	11,500	–	–	0.01%	377
2024 Q2	$885K	Hold	11,500	–	–	0.01%	381
2024 Q1	$881K	Hold	11,500	–	–	0.01%	375
2023 Q4	$863K	Buy	+11,500	New	+$712K	0.01%	378

Other funds holding NUVL

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Erste Asset Management's NUVL Position: Q1 2026 in Review

Erste Asset Management held its Nuvalent (NUVL) position steady in Q1 2026 at 11,500 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #434.

Erste Asset Management first reported a position in NUVL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2025. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

Erste Asset Management held 11,500 shares of Nuvalent worth $1.11M as of Q1 2026.
Erste Asset Management left its Nuvalent share count unchanged in Q1 2026.
Nuvalent made up 0.01% of Erste Asset Management's portfolio in Q1 2026, its #434 holding.
Erste Asset Management first reported a position in Nuvalent in Q4 2023 and has held it in 10 quarters since.
Erste Asset Management's Nuvalent position peaked at $1.17M in Q4 2025.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Erste Asset Management's 13F filing for Q1 2026, filed 11 May 2026.