CAPTRUST Financial Advisors
TVRD icon

CAPTRUST Financial Advisors’s Tvardi Therapeutics TVRD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$251K Buy
+200,500
New +$422K ﹤0.01% 2786
2023
Q4 		– Sell
-442
Closed -$26.7K – 2819
2023
Q3 		$26.7K Sell
442
-33
-7% -$3.1K ﹤0.01% 2514
2023
Q2 		$48.4K Buy
475
+17
+4% +$2.34K ﹤0.01% 2431
2023
Q1 		$81K Buy
458
+12
+3% +$4.02K ﹤0.01% 2176
2022
Q4 		$172K Buy
+446
New +$169K ﹤0.01% 1968
2022
Q3 		– Sell
-29
Closed -$9K – 4177
2022
Q2 		$9K Sell
29
-44
-60% -$15.4K ﹤0.01% 3824
2022
Q1 		$32K Buy
73
+32
+78% +$13.1K ﹤0.01% 3107
2021
Q4 		$18K Sell
41
-7
-15% -$3.52K ﹤0.01% 3378
2021
Q3 		$27K Buy
+48
New +$24.1K ﹤0.01% 2976
2021
Q2 		– Sell
-83
Closed -$65K – 4680
2021
Q1 		$65K Hold
83
– – ﹤0.01% 2254
2020
Q4 		$45K Buy
83
+14
+20% +$7.34K ﹤0.01% 1880
2020
Q3 		$32K Hold
69
– – ﹤0.01% 1783
2020
Q2 		$44K Buy
+69
New +$38.1K ﹤0.01% 1666
2019
Q4 		– Sell
-125
Closed -$82K – 1859
2019
Q3 		$82K Hold
125
– – ﹤0.01% 836
2019
Q2 		$97K Sell
125
-11
-8% -$7.73K ﹤0.01% 775
2019
Q1 		$96K Hold
136
– – ﹤0.01% 714
2018
Q4 		$64K Buy
136
+39
+40% +$25.2K ﹤0.01% 709
2018
Q3 		$84K Buy
97
+28
+41% +$20.2K ﹤0.01% 654
2018
Q2 		$48K Buy
69
+66
+2,200% +$33.5K ﹤0.01% 693
2018
Q1 		$1K Buy
+3
New +$1.46K ﹤0.01% 1300

Other funds holding TVRD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

CAPTRUST Financial Advisors's TVRD Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Tvardi Therapeutics (TVRD) in Q3 2026: 200,500 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #2786 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in TVRD as recently as Q3 2023.

CAPTRUST Financial Advisors first reported a position in TVRD in Q1 2018 and has held it in 20 quarters since. 44 funds tracked by Wall St. Rank hold TVRD as of Q3 2026.

  • CAPTRUST Financial Advisors held 200,500 shares of Tvardi Therapeutics worth $251K as of Q3 2026.
  • Tvardi Therapeutics was a new CAPTRUST Financial Advisors position in Q3 2026.
  • Tvardi Therapeutics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2786 holding.
  • CAPTRUST Financial Advisors first reported a position in Tvardi Therapeutics in Q1 2018 and has held it in 20 quarters since.
  • 44 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.