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Summit Financial Strategies’s Nuvation Bio NUVB Stock Holding History

Summit Financial Strategies’s Portfolio NUVB Stock Details NUVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,000
Closed -$108K – 177
2025
Q4 		$108K Buy
+12,000
New +$74.3K 0.01% 160

Other funds holding NUVB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial Strategies's NUVB Position: Q1 2026 in Review

Summit Financial Strategies sold out of Nuvation Bio (NUVB) in Q1 2026, closing a stake of 12,000 shares — an estimated $108K sold.

Summit Financial Strategies first reported a position in NUVB in Q4 2025 and held it in 1 quarter. The position peaked at $108K in Q4 2025. 233 funds tracked by Wall St. Rank hold NUVB as of Q1 2026.

  • Summit Financial Strategies reported no remaining Nuvation Bio position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 12,000 Nuvation Bio shares in Q1 2026, an estimated $108K.
  • Summit Financial Strategies first reported a position in Nuvation Bio in Q4 2025 and held it in 1 quarter.
  • Summit Financial Strategies's Nuvation Bio position peaked at $108K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Nuvation Bio as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.