WA
NUVL

Whipplewood Advisors’s Nuvalent NUVL Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-6
Closed -$458 – 891
2025
Q2 		$458 Sell
6
-46,650
-100% -$3.41M ﹤0.01% 1129
2025
Q1 		$426 Buy
46,656
+46,607
+95,116% +$3.64M ﹤0.01% 1142
2024
Q4 		$3.84K Buy
+49
New +$4.58K ﹤0.01% 748

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whipplewood Advisors's NUVL Position: Q3 2025 in Review

Whipplewood Advisors sold out of Nuvalent (NUVL) in Q3 2025, closing a stake of 6 shares — an estimated $458 sold.

Whipplewood Advisors first reported a position in NUVL in Q4 2024 and held it in 3 quarters. The position peaked at $3.84K in Q4 2024. 196 funds tracked by Wall St. Rank hold NUVL as of Q3 2025.

  • Whipplewood Advisors reported no remaining Nuvalent position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Nuvalent shares in Q3 2025, an estimated $458.
  • Whipplewood Advisors first reported a position in Nuvalent in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Nuvalent position peaked at $3.84K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Nuvalent as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.