MYIA
NUVL icon

Mount Yale Investment Advisors’s Nuvalent NUVL Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-100
Closed -$7.63K – 1286
2025
Q2 		$7.63K Buy
+100
New +$7.32K ﹤0.01% 1177
2024
Q3 		– Sell
-2,655
Closed -$201K – 588
2024
Q2 		$201K Sell
2,655
-32
-1% -$2.28K 0.02% 516
2024
Q1 		$202K Buy
+2,687
New +$214K 0.02% 513

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's NUVL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Nuvalent (NUVL) in Q3 2025, closing a stake of 100 shares — an estimated $7.63K sold.

Mount Yale Investment Advisors first reported a position in NUVL in Q1 2024 and held it in 3 quarters. The position peaked at $202K in Q1 2024. 196 funds tracked by Wall St. Rank hold NUVL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Nuvalent position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 100 Nuvalent shares in Q3 2025, an estimated $7.63K.
  • Mount Yale Investment Advisors first reported a position in Nuvalent in Q1 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Nuvalent position peaked at $202K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Nuvalent as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.