PWA
PVLA

Physician Wealth Advisors’s Palvella Therapeutics PVLA Stock Holding History

Physician Wealth Advisors’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$838 – 2258
2025
Q4 		$838 Buy
+8
New +$682 ﹤0.01% 1688

Other funds holding PVLA

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Physician Wealth Advisors's PVLA Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Palvella Therapeutics (PVLA) in Q1 2026, closing a stake of 8 shares — an estimated $838 sold.

Physician Wealth Advisors first reported a position in PVLA in Q4 2025 and held it in 1 quarter. The position peaked at $838 in Q4 2025. 180 funds tracked by Wall St. Rank hold PVLA as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Palvella Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 Palvella Therapeutics shares in Q1 2026, an estimated $838.
  • Physician Wealth Advisors first reported a position in Palvella Therapeutics in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Palvella Therapeutics position peaked at $838 in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.