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Essential Partners’s Palvella Therapeutics PVLA Stock Holding History

Essential Partners’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$138 Hold
1
– – ﹤0.01% 2659
2026
Q2 		$153 Buy
+1
New +$121 ﹤0.01% 2688

Other funds holding PVLA

CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Essential Partners's PVLA Position: Q3 2026 in Review

Essential Partners held its Palvella Therapeutics (PVLA) position steady in Q3 2026 at 1 share worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Essential Partners first reported a position in PVLA in Q2 2026 and has held it in 2 quarters since. The position peaked at $153 in Q2 2026. 9 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

  • Essential Partners held 1 share of Palvella Therapeutics worth $138 as of Q3 2026.
  • Essential Partners left its Palvella Therapeutics share count unchanged in Q3 2026.
  • Palvella Therapeutics made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2659 holding.
  • Essential Partners first reported a position in Palvella Therapeutics in Q2 2026 and has held it in 2 quarters since.
  • Essential Partners's Palvella Therapeutics position peaked at $153 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.