Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Travere Therapeutics TVTX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$377K Sell
12,694
-125
-1% -$3.74K ﹤0.01% 2228
2025
Q4 		$490K Buy
12,819
+1,360
+12% +$44.2K ﹤0.01% 1936
2025
Q3 		$274K Buy
11,459
+8,320
+265% +$156K ﹤0.01% 2205
2025
Q2 		$46K Sell
3,139
-10,825
-78% -$179K ﹤0.01% 3358
2025
Q1 		$250K Buy
13,964
+4,558
+48% +$92.5K ﹤0.01% 1782
2024
Q4 		$164K Buy
9,406
+4,407
+88% +$77.9K ﹤0.01% 1961
2024
Q3 		$70K Buy
4,999
+3,065
+158% +$31.9K ﹤0.01% 2443
2024
Q2 		$16K Buy
1,934
+875
+83% +$5.89K ﹤0.01% 3279
2024
Q1 		$8K Buy
1,059
+20
+2% +$169 ﹤0.01% 3474
2023
Q4 		$9K Buy
1,039
+654
+170% +$4.76K ﹤0.01% 3257
2023
Q3 		$3K Buy
385
+197
+105% +$2.78K ﹤0.01% 3713
2023
Q2 		$3K Buy
+188
New +$3.42K ﹤0.01% 3706
2022
Q2 		– Sell
-66
Closed -$2K – 4106
2022
Q1 		$2K Buy
+66
New +$1.75K ﹤0.01% 3239

Other funds holding TVTX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Travere Therapeutics (TVTX) stake by 0.98% in Q1 2026, selling an estimated $3.74K and leaving 12,694 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Carson Wealth (CWM LLC) first reported a position in TVTX in Q1 2022 and has held it in 13 quarters since. The position peaked at $490K in Q4 2025. 260 funds tracked by Wall St. Rank hold TVTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,694 shares of Travere Therapeutics worth $377K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 125 Travere Therapeutics shares in Q1 2026, an estimated $3.74K.
  • Travere Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2228 holding.
  • Carson Wealth (CWM LLC) first reported a position in Travere Therapeutics in Q1 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Travere Therapeutics position peaked at $490K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Travere Therapeutics as of Q1 2026.

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