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Capital Advisors Ltd’s Travere Therapeutics TVTX Stock Holding History

Capital Advisors Ltd’s Portfolio TVTX Stock Details TVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Hold
34
– – ﹤0.01% 1146
2026
Q1 		$1K Hold
34
– – ﹤0.01% 1305
2025
Q4 		$1K Hold
34
– – ﹤0.01% 1290
2025
Q3 		$1K Hold
34
– – ﹤0.01% 1299
2025
Q2 		$1K Hold
34
– – ﹤0.01% 1277
2025
Q1 		$1K Hold
34
– – ﹤0.01% 1277
2024
Q4 		$1K Hold
34
– – ﹤0.01% 1309
2024
Q3 		$0 Hold
34
– – ﹤0.01% 1612
2024
Q2 		$0 Sell
34
-9
-21% -$61 ﹤0.01% 1643
2024
Q1 		$0 Hold
43
– – ﹤0.01% 1554
2023
Q4 		$0 Sell
43
-3
-7% -$22 ﹤0.01% 1492
2023
Q3 		$0 Buy
+46
New +$649 ﹤0.01% 1481

Other funds holding TVTX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's TVTX Position: Q2 2026 in Review

Capital Advisors Ltd held its Travere Therapeutics (TVTX) position steady in Q2 2026 at 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Capital Advisors Ltd first reported a position in TVTX in Q3 2023 and has held it in 12 quarters since. 321 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • Capital Advisors Ltd held 34 shares of Travere Therapeutics worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its Travere Therapeutics share count unchanged in Q2 2026.
  • Travere Therapeutics made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1146 holding.
  • Capital Advisors Ltd first reported a position in Travere Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • 321 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.