Wellington Management Group’s Palvella Therapeutics PVLA Stock Holding History

Wellington Management Group’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	$5.44M	Buy	35,594 +1,554	+5%	+$189K	﹤0.01%	1429
2026 Q1	$4.24M	Buy	34,040 +11,637	+52%	+$1.21M	﹤0.01%	1431
2025 Q4	$2.34M	Sell	22,403 -1,299	-5%	-$111K	﹤0.01%	1562
2025 Q3	$1.49M	Buy	+23,702	New	+$1.06M	﹤0.01%	1709
2018 Q4	–	Sell	-1,109	Closed	-$497K	–	2230
2018 Q3	$497K	Hold	1,109	–	–	﹤0.01%	2040
2018 Q2	$450K	Hold	1,109	–	–	﹤0.01%	2071
2018 Q1	$605K	Buy	1,109 +138	+14%	+$85.4K	﹤0.01%	1990
2017 Q4	$586K	Hold	971	–	–	﹤0.01%	2013
2017 Q3	$447K	Buy	+971	New	+$415K	﹤0.01%	2062

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wellington Management Group's PVLA Position: Q2 2026 in Review

Wellington Management Group increased its Palvella Therapeutics (PVLA) stake by 4.6% in Q2 2026, buying an estimated $189K and bringing the position to 35,594 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Wellington Management Group first reported a position in PVLA in Q3 2017 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

Wellington Management Group held 35,594 shares of Palvella Therapeutics worth $5.44M as of Q2 2026.
Wellington Management Group bought 1,554 Palvella Therapeutics shares in Q2 2026, an estimated $189K.
Palvella Therapeutics made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1429 holding.
Wellington Management Group first reported a position in Palvella Therapeutics in Q3 2017 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.