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Palumbo Wealth Management’s Pharvaris PHVS Stock Holding History

Palumbo Wealth Management’s Portfolio PHVS Stock Details PHVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$726K Buy
21,004
+396
+2% +$12K 0.15% 102
2026
Q1 		$582K Buy
20,608
+426
+2% +$11.4K 0.14% 109
2025
Q4 		$560K Buy
20,182
+3,541
+21% +$85.3K 0.14% 114
2025
Q3 		$415K Buy
16,641
+2,092
+14% +$46.4K 0.13% 105
2025
Q2 		$256K Buy
14,549
+447
+3% +$7.2K 0.08% 157
2025
Q1 		$221K Buy
14,102
+3,881
+38% +$65.5K 0.07% 160
2024
Q4 		$196K Buy
+10,221
New +$210K 0.07% 155

Other funds holding PHVS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Palumbo Wealth Management's PHVS Position: Q2 2026 in Review

Palumbo Wealth Management increased its Pharvaris (PHVS) stake by 1.9% in Q2 2026, buying an estimated $12K and bringing the position to 21,004 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #102.

Palumbo Wealth Management first reported a position in PHVS in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold PHVS as of Q2 2026.

  • Palumbo Wealth Management held 21,004 shares of Pharvaris worth $726K as of Q2 2026.
  • Palumbo Wealth Management bought 396 Pharvaris shares in Q2 2026, an estimated $12K.
  • Pharvaris made up 0.15% of Palumbo Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Palumbo Wealth Management first reported a position in Pharvaris in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Pharvaris as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.