Whalen Wealth Management’s Nuvalent NUVL Stock Holding History

Whalen Wealth Management’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 Q1	–	Sell	-2,148	Closed	-$216K	–	211
2025 Q4	$216K	Buy	+2,148	New	+$212K	0.12%	183

Other funds holding NUVL

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Whalen Wealth Management's NUVL Position: Q1 2026 in Review

Whalen Wealth Management sold out of Nuvalent (NUVL) in Q1 2026, closing a stake of 2,148 shares — an estimated $216K sold.

Whalen Wealth Management first reported a position in NUVL in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

Whalen Wealth Management reported no remaining Nuvalent position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 2,148 Nuvalent shares in Q1 2026, an estimated $216K.
Whalen Wealth Management first reported a position in Nuvalent in Q4 2025 and held it in 1 quarter.
Whalen Wealth Management's Nuvalent position peaked at $216K in Q4 2025.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.