MA
NUVL

Montag & Associates’s Nuvalent NUVL Stock Holding History

Montag & Associates’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
Q2 		– Sell
-8
Closed -$793 – 979
2026
Q1 		$793 Buy
+8
New +$815 ﹤0.01% 910

Other funds holding NUVL

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Montag & Associates's NUVL Position: Q2 2026 in Review

Montag & Associates sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 8 shares — an estimated $793 sold.

Montag & Associates first reported a position in NUVL in Q1 2026 and held it in 1 quarter. The position peaked at $793 in Q1 2026. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Montag & Associates reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 8 Nuvalent shares in Q2 2026, an estimated $793.
  • Montag & Associates first reported a position in Nuvalent in Q1 2026 and held it in 1 quarter.
  • Montag & Associates's Nuvalent position peaked at $793 in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.