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True Wealth Design’s Nuvalent NUVL Stock Holding History

True Wealth Design’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
2026
Q2 		– Sell
-9
Closed -$923 – 2817
2026
Q1 		$923 Hold
9
– – ﹤0.01% 1828
2025
Q4 		$906 Hold
9
– – ﹤0.01% 1743
2025
Q3 		$779 Sell
9
-2
-18% -$158 ﹤0.01% 1842
2025
Q2 		$840 Buy
11
+4
+57% +$293 ﹤0.01% 1535
2025
Q1 		$497 Buy
+7
New +$547 ﹤0.01% 1541

Other funds holding NUVL

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design's NUVL Position: Q2 2026 in Review

True Wealth Design sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 9 shares — an estimated $923 sold.

True Wealth Design first reported a position in NUVL in Q1 2025 and held it in 5 quarters. The position peaked at $923 in Q1 2026. 11 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • True Wealth Design reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 9 Nuvalent shares in Q2 2026, an estimated $923.
  • True Wealth Design first reported a position in Nuvalent in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Nuvalent position peaked at $923 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.