Spire Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Spire Wealth Management’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 Q3	$138K	Hold	1,000	–	–	﹤0.01%	865
2026 Q2	$153K	Hold	1,000	–	–	﹤0.01%	866
2026 Q1	$125K	Hold	1,000	–	–	﹤0.01%	922
2025 Q4	$105K	Sell	1,000 -16	-2%	-$1.36K	﹤0.01%	979
2025 Q3	$63.7K	Sell	1,016 -1,500	-60%	-$66.9K	﹤0.01%	1157
2025 Q2	$56.7K	Hold	2,516	–	–	﹤0.01%	1156
2025 Q1	$70.4K	Buy	+2,516	New	+$48.5K	﹤0.01%	1167
2021 Q3	–	Sell	-63	Closed	-$19K	–	2663
2021 Q2	$19K	Buy	+63	New	+$13.8K	﹤0.01%	1902

Other funds holding PVLA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Spire Wealth Management's PVLA Position: Q3 2026 in Review

Spire Wealth Management held its Palvella Therapeutics (PVLA) position steady in Q3 2026 at 1,000 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Spire Wealth Management first reported a position in PVLA in Q2 2021 and has held it in 8 quarters since. The position peaked at $153K in Q2 2026. 111 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

Spire Wealth Management held 1,000 shares of Palvella Therapeutics worth $138K as of Q3 2026.
Spire Wealth Management left its Palvella Therapeutics share count unchanged in Q3 2026.
Palvella Therapeutics made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #865 holding.
Spire Wealth Management first reported a position in Palvella Therapeutics in Q2 2021 and has held it in 8 quarters since.
Spire Wealth Management's Palvella Therapeutics position peaked at $153K in Q2 2026.
111 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.