SWM
PVLA

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
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

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Spire Wealth Management's PVLA Position: Q2 2026 in Review

Spire Wealth Management held its Palvella Therapeutics (PVLA) position steady in Q2 2026 at 1,000 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Spire Wealth Management first reported a position in PVLA in Q2 2021 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Spire Wealth Management held 1,000 shares of Palvella Therapeutics worth $153K as of Q2 2026.
  • Spire Wealth Management left its Palvella Therapeutics share count unchanged in Q2 2026.
  • Palvella Therapeutics made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Spire Wealth Management first reported a position in Palvella Therapeutics in Q2 2021 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.