Creative Planning
TRVI icon

Creative Planning’s Trevi Therapeutics TRVI Stock Holding History

Creative Planning’s Portfolio TRVI Stock Details TRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
57,576
+11,711
+26% +$170K ﹤0.01% 2587
2026
Q1 		$547K Buy
45,865
+5,643
+14% +$63.2K ﹤0.01% 2966
2025
Q4 		$504K Buy
40,222
+14,047
+54% +$162K ﹤0.01% 2837
2025
Q3 		$240K Buy
26,175
+5,928
+29% +$44.5K ﹤0.01% 3327
2025
Q2 		$111K Buy
20,247
+3,016
+18% +$18.8K ﹤0.01% 3402
2025
Q1 		$108K Buy
+17,231
New +$82.2K ﹤0.01% 3240

Other funds holding TRVI

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Creative Planning's TRVI Position: Q2 2026 in Review

Creative Planning increased its Trevi Therapeutics (TRVI) stake by 26% in Q2 2026, buying an estimated $170K and bringing the position to 57,576 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Creative Planning first reported a position in TRVI in Q1 2025 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold TRVI as of Q2 2026.

  • Creative Planning held 57,576 shares of Trevi Therapeutics worth $1.07M as of Q2 2026.
  • Creative Planning bought 11,711 Trevi Therapeutics shares in Q2 2026, an estimated $170K.
  • Trevi Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2587 holding.
  • Creative Planning first reported a position in Trevi Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Trevi Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.