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Pinnacle Wealth Planning Services’s Nuvalent NUVL Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.48K Buy
73
+2
+3% +$204 ﹤0.01% 2124
2025
Q4 		$7.14K Buy
+71
New +$7K ﹤0.01% 2157

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's NUVL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nuvalent (NUVL) stake by 2.8% in Q1 2026, buying an estimated $204 and bringing the position to 73 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Pinnacle Wealth Planning Services first reported a position in NUVL in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 73 shares of Nuvalent worth $7.48K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Nuvalent shares in Q1 2026, an estimated $204.
  • Nuvalent made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2124 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuvalent in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.