CPG
TVRD

Cornerstone Planning Group’s Tvardi Therapeutics TVRD Stock Holding History

Cornerstone Planning Group’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 		– Sell
-1
Closed -$4 – 1930
2025
Q4 		$4 Sell
1
-34
-97% -$305 ﹤0.01% 1704
2025
Q3 		$330 Buy
35
+34
+3,400% +$968 ﹤0.01% 1566
2025
Q2 		$26 Buy
+1
New +$24 ﹤0.01% 1509
2025
Q1 		– Sell
-1
Closed -$15 – 1532
2024
Q4 		$16 Hold
1
– – ﹤0.01% 1383
2024
Q3 		$11 Hold
1
– – ﹤0.01% 1286
2024
Q2 		$14 Hold
1
– – ﹤0.01% 1237
2024
Q1 		$32 Hold
1
– – ﹤0.01% 1070
2023
Q4 		$30 Hold
1
– – ﹤0.01% 934
2023
Q3 		$67 Buy
+1
New +$94 ﹤0.01% 1124

Other funds holding TVRD

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $444M AUM 24.78% 1-Year Est. Return

Cornerstone Planning Group's TVRD Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Tvardi Therapeutics (TVRD) in Q1 2026, closing a stake of 1 share — an estimated $4 sold.

Cornerstone Planning Group first reported a position in TVRD in Q3 2023 and held it in 9 quarters. The position peaked at $330 in Q3 2025. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Tvardi Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Tvardi Therapeutics share in Q1 2026, an estimated $4.
  • Cornerstone Planning Group first reported a position in Tvardi Therapeutics in Q3 2023 and held it in 9 quarters.
  • Cornerstone Planning Group's Tvardi Therapeutics position peaked at $330 in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.