Rise Advisors’s Nuvalent NUVL Stock Holding History

Rise 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 Q4	–	Sell	-124	Closed	-$10.7K	–	999
2025 Q3	$10.7K	Hold	124	–	–	﹤0.01%	954
2025 Q2	$9.46K	Hold	124	–	–	﹤0.01%	1026
2025 Q1	$8.79K	Buy	+124	New	+$9.7K	﹤0.01%	1067

Other funds holding NUVL

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's NUVL Position: Q4 2025 in Review

Rise Advisors sold out of Nuvalent (NUVL) in Q4 2025, closing a stake of 124 shares — an estimated $10.7K sold.

Rise Advisors first reported a position in NUVL in Q1 2025 and held it in 3 quarters. The position peaked at $10.7K in Q3 2025. 237 funds tracked by Wall St. Rank hold NUVL as of Q4 2025.

Rise Advisors reported no remaining Nuvalent position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 124 Nuvalent shares in Q4 2025, an estimated $10.7K.
Rise Advisors first reported a position in Nuvalent in Q1 2025 and held it in 3 quarters.
Rise Advisors's Nuvalent position peaked at $10.7K in Q3 2025.
237 funds tracked by Wall St. Rank held Nuvalent as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.