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Spire Wealth Management’s Nuvalent NUVL Stock Holding History

Spire Wealth 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
-140
Closed -$12.1K – 2432
2025
Q3 		$12.1K Hold
140
– – ﹤0.01% 1679
2025
Q2 		$10.7K Hold
140
– – ﹤0.01% 1701
2025
Q1 		$9.93K Buy
+140
New +$10.9K ﹤0.01% 1836

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

Spire Wealth Management's NUVL Position: Q4 2025 in Review

Spire Wealth Management sold out of Nuvalent (NUVL) in Q4 2025, closing a stake of 140 shares — an estimated $12.1K sold.

Spire Wealth Management first reported a position in NUVL in Q1 2025 and held it in 3 quarters. The position peaked at $12.1K in Q3 2025. 237 funds tracked by Wall St. Rank hold NUVL as of Q4 2025.

  • Spire Wealth Management reported no remaining Nuvalent position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 140 Nuvalent shares in Q4 2025, an estimated $12.1K.
  • Spire Wealth Management first reported a position in Nuvalent in Q1 2025 and held it in 3 quarters.
  • Spire Wealth Management's Nuvalent position peaked at $12.1K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Nuvalent as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.