SCM
NUVL

Soleus Capital Management’s Nuvalent NUVL Stock Holding History

Soleus Capital Management’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
-88,000
Closed -$7.61M – 114
2025
Q3 		$7.61M Sell
88,000
-37,000
-30% -$2.93M 0.38% 52
2025
Q2 		$9.54M Sell
125,000
-89,357
-42% -$6.54M 0.63% 41
2025
Q1 		$15.2M Buy
214,357
+110,000
+105% +$8.6M 1.09% 26
2024
Q4 		$8.17M Buy
104,357
+30,000
+40% +$2.8M 0.51% 45
2024
Q3 		$7.61M Sell
74,357
-97,431
-57% -$8.08M 0.59% 45
2024
Q2 		$13M Buy
171,788
+42,500
+33% +$3.02M 1.15% 33
2024
Q1 		$9.71M Sell
129,288
-193,600
-60% -$15.4M 0.72% 40
2023
Q4 		$23.8M Buy
322,888
+168,472
+109% +$10.4M 2.64% 15
2023
Q3 		$7.1M Sell
154,416
-58,584
-28% -$2.6M 0.65% 43
2023
Q2 		$8.98M Sell
213,000
-23,900
-10% -$904K 1% 31
2023
Q1 		$6.18M Buy
+236,900
New +$7.01M 0.64% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Soleus Capital Management's NUVL Position: Q4 2025 in Review

Soleus Capital Management sold out of Nuvalent (NUVL) in Q4 2025, closing a stake of 88,000 shares — an estimated $7.61M sold.

Soleus Capital Management first reported a position in NUVL in Q1 2023 and held it in 11 quarters. The position peaked at $23.8M in Q4 2023. 237 funds tracked by Wall St. Rank hold NUVL as of Q4 2025.

  • Soleus Capital Management reported no remaining Nuvalent position as of Q4 2025 after selling out during the quarter.
  • Soleus Capital Management sold 88,000 Nuvalent shares in Q4 2025, an estimated $7.61M.
  • Soleus Capital Management first reported a position in Nuvalent in Q1 2023 and held it in 11 quarters.
  • Soleus Capital Management's Nuvalent position peaked at $23.8M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Nuvalent as of Q4 2025.

Based on Soleus Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.