EverSource Wealth Advisors’s Nuvalent NUVL Stock Holding History

EverSource Wealth Advisors’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	$34.1K	Buy	333 +195	+141%	+$19.9K	﹤0.01%	2170
2025 Q4	$13.9K	Sell	138 -18	-12%	-$1.77K	﹤0.01%	2621
2025 Q3	$13.5K	Sell	156 -23	-13%	-$1.82K	﹤0.01%	2645
2025 Q2	$13.7K	Buy	179 +130	+265%	+$9.51K	﹤0.01%	2593
2025 Q1	$3.48K	Buy	49 +25	+104%	+$1.96K	﹤0.01%	2667
2024 Q4	$1.88K	Buy	24 +3	+14%	+$280	﹤0.01%	2735
2024 Q3	$2.15K	Sell	21 -1	-5%	-$83	﹤0.01%	2523
2024 Q2	$1.76K	Hold	22	–	–	﹤0.01%	2592
2024 Q1	$1.51K	Hold	22	–	–	﹤0.01%	2462
2023 Q4	$1.62K	Hold	22	–	–	﹤0.01%	2239
2023 Q3	$1.01K	Buy	+22	New	+$976	﹤0.01%	2213

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

EverSource Wealth Advisors's NUVL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Nuvalent (NUVL) stake by 141% in Q1 2026, buying an estimated $19.9K and bringing the position to 333 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

EverSource Wealth Advisors first reported a position in NUVL in Q3 2023 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

EverSource Wealth Advisors held 333 shares of Nuvalent worth $34.1K as of Q1 2026.
EverSource Wealth Advisors bought 195 Nuvalent shares in Q1 2026, an estimated $19.9K.
Nuvalent made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2170 holding.
EverSource Wealth Advisors first reported a position in Nuvalent in Q3 2023 and has held it in 11 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.