HWA
NUVB icon

Heartwood Wealth Advisors’s Nuvation Bio NUVB Stock Holding History

Heartwood Wealth Advisors’s Portfolio NUVB Stock Details NUVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$370 – 473
2025
Q3 		$370 Buy
+100
New +$273 ﹤0.01% 612

Other funds holding NUVB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Heartwood Wealth Advisors's NUVB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Nuvation Bio (NUVB) in Q4 2025, closing a stake of 100 shares — an estimated $370 sold.

Heartwood Wealth Advisors first reported a position in NUVB in Q3 2025 and held it in 1 quarter. The position peaked at $370 in Q3 2025. 223 funds tracked by Wall St. Rank hold NUVB as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Nuvation Bio position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 100 Nuvation Bio shares in Q4 2025, an estimated $370.
  • Heartwood Wealth Advisors first reported a position in Nuvation Bio in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Nuvation Bio position peaked at $370 in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Nuvation Bio as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.