High Net Worth Advisory Group’s Nuvalent NUVL Stock Holding History

High Net Worth Advisory Group’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	$307K	Hold	3,000	–	–	0.07%	189
2025 Q4	$302K	Hold	3,000	–	–	0.07%	184
2025 Q3	$259K	Hold	3,000	–	–	0.06%	202
2025 Q2	$229K	Hold	3,000	–	–	0.06%	212
2025 Q1	$213K	Hold	3,000	–	–	0.06%	203
2024 Q4	$235K	Hold	3,000	–	–	0.07%	198
2024 Q3	$307K	Hold	3,000	–	–	0.08%	171
2024 Q2	$228K	Hold	3,000	–	–	0.07%	192
2024 Q1	$225K	Hold	3,000	–	–	0.07%	193
2023 Q4	$221K	Buy	+3,000	New	+$186K	0.08%	182
2023 Q1	–	Sell	-3,000	Closed	-$89.3K	–	444
2022 Q4	$89.3K	Buy	3,000 +2,000	+200%	+$55.8K	0.03%	250
2022 Q3	$19K	Buy	1,000 +700	+233%	+$11.7K	0.01%	459
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	601
2022 Q1	$4K	Buy	+300	New	+$4.36K	﹤0.01%	607

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

High Net Worth Advisory Group's NUVL Position: Q1 2026 in Review

High Net Worth Advisory Group held its Nuvalent (NUVL) position steady in Q1 2026 at 3,000 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #189.

High Net Worth Advisory Group first reported a position in NUVL in Q1 2022 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

High Net Worth Advisory Group held 3,000 shares of Nuvalent worth $307K as of Q1 2026.
High Net Worth Advisory Group left its Nuvalent share count unchanged in Q1 2026.
Nuvalent made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #189 holding.
High Net Worth Advisory Group first reported a position in Nuvalent in Q1 2022 and has held it in 14 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.