Vestal Point Capital’s Nuvalent NUVL Stock Holding History

Vestal Point Capital’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	-481,715	Closed	-$49.4M	–	84
2026 Q1	$49.4M	Buy	481,715 +435,715	+947%	+$44.4M	1.38%	26
2025 Q4	$4.63M	Sell	46,000 -1,054,000	-96%	-$104M	0.16%	63
2025 Q3	$95.1M	Buy	1,100,000 +25,000	+2%	+$1.98M	4.3%	3
2025 Q2	$82M	Hold	1,075,000	–	–	4.32%	4
2025 Q1	$76.2M	Buy	1,075,000 +475,000	+79%	+$37.1M	5.44%	4
2024 Q4	$47M	Buy	+600,000	New	+$56M	2.78%	10
2024 Q1	–	Sell	-200,000	Closed	-$14.7M	–	67
2023 Q4	$14.7M	Buy	+200,000	New	+$12.4M	1.56%	23

Other funds holding NUVL

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Vestal Point Capital's NUVL Position: Q2 2026 in Review

Vestal Point Capital sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 481,715 shares — an estimated $49.4M sold.

Vestal Point Capital first reported a position in NUVL in Q4 2023 and held it in 7 quarters. The position peaked at $95.1M in Q3 2025. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Vestal Point Capital reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
Vestal Point Capital sold 481,715 Nuvalent shares in Q2 2026, an estimated $49.4M.
Vestal Point Capital first reported a position in Nuvalent in Q4 2023 and held it in 7 quarters.
Vestal Point Capital's Nuvalent position peaked at $95.1M in Q3 2025.
293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.