Carson Wealth (CWM LLC)
TVRD

Carson Wealth (CWM LLC)’s Tvardi Therapeutics TVRD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.42K Buy
1,706
+1,500
+728% +$5.88K ﹤0.01% 4995
2025
Q4 		$1K Buy
206
+201
+4,020% +$1.8K ﹤0.01% 5330
2025
Q3 		$0 Buy
+5
New +$142 ﹤0.01% 5634
2025
Q2 		– Hold
0
– – – 5364
2025
Q1 		– Hold
0
– – – 5253
2024
Q4 		– Sell
-20
Closed – – 5231
2024
Q3 		$0 Sell
20
-7
-26% -$82 ﹤0.01% 5229
2024
Q2 		$0 Sell
27
-10
-27% -$239 ﹤0.01% 5008
2024
Q1 		$1K Buy
37
+17
+85% +$441 ﹤0.01% 4255
2023
Q4 		$1K Sell
20
-24
-55% -$994 ﹤0.01% 4073
2023
Q3 		$3K Buy
44
+23
+110% +$2.16K ﹤0.01% 3727
2023
Q2 		$2K Sell
21
-10
-32% -$1.38K ﹤0.01% 3868
2023
Q1 		$5K Buy
31
+9
+41% +$3.01K ﹤0.01% 3335
2022
Q4 		$8K Sell
22
-35
-61% -$13.3K ﹤0.01% 2965
2022
Q3 		$19K Sell
57
-1
-2% -$362 ﹤0.01% 2272
2022
Q2 		$19K Hold
58
– – ﹤0.01% 2168
2022
Q1 		$25K Sell
58
-1
-2% -$410 ﹤0.01% 1959
2021
Q4 		$26K Buy
+59
New +$29.6K ﹤0.01% 1861
2021
Q2 		$21K Hold
42
– – ﹤0.01% 1783
2021
Q1 		$21K Hold
42
– – ﹤0.01% 1783
2020
Q4 		$21K Hold
42
– – ﹤0.01% 1783
2020
Q3 		$21K Hold
42
– – ﹤0.01% 1783
2020
Q2 		$21K Hold
42
– – ﹤0.01% 1783
2020
Q1 		$21K Hold
42
– – ﹤0.01% 1783
2019
Q4 		$21K Hold
42
– – ﹤0.01% 1783
2019
Q3 		$21K Hold
42
– – ﹤0.01% 1783
2019
Q2 		$21K Hold
42
– – ﹤0.01% 1783
2019
Q1 		$21K Buy
+42
New +$25.1K ﹤0.01% 1783

Other funds holding TVRD

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TVRD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tvardi Therapeutics (TVRD) stake by 728% in Q1 2026, buying an estimated $5.88K and bringing the position to 1,706 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4995.

Carson Wealth (CWM LLC) first reported a position in TVRD in Q1 2019 and has held it in 25 quarters since. The position peaked at $26K in Q4 2021. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,706 shares of Tvardi Therapeutics worth $5.42K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,500 Tvardi Therapeutics shares in Q1 2026, an estimated $5.88K.
  • Tvardi Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4995 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tvardi Therapeutics in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Tvardi Therapeutics position peaked at $26K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.