Creative Planning
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Creative Planning’s Travere Therapeutics TVTX Stock Holding History

Creative Planning’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 		$1.21M Buy
40,812
+873
+2% +$26.1K ﹤0.01% 2301
2025
Q4 		$1.53M Buy
39,939
+3,132
+9% +$102K ﹤0.01% 1943
2025
Q3 		$880K Buy
36,807
+5,180
+16% +$97.4K ﹤0.01% 2225
2025
Q2 		$468K Buy
31,627
+6,524
+26% +$108K ﹤0.01% 2522
2025
Q1 		$450K Sell
25,103
-357
-1% -$7.25K ﹤0.01% 2372
2024
Q4 		$444K Buy
25,460
+1,522
+6% +$26.9K ﹤0.01% 2338
2024
Q3 		$335K Buy
23,938
+995
+4% +$10.4K ﹤0.01% 2437
2024
Q2 		$189K Buy
22,943
+11,827
+106% +$79.7K ﹤0.01% 2689
2024
Q1 		$85.7K Buy
+11,116
New +$93.8K ﹤0.01% 2723
2017
Q3 		– Sell
-1,900
Closed -$37K – 3587
2017
Q2 		$37K Buy
1,900
+1,400
+280% +$25.4K ﹤0.01% 2760
2017
Q1 		$9K Sell
500
-200
-29% -$3.91K ﹤0.01% 3670
2016
Q4 		$13K Buy
700
+200
+40% +$4.09K ﹤0.01% 3382
2016
Q3 		$11K Sell
500
-250
-33% -$4.76K ﹤0.01% 3468
2016
Q2 		$13K Hold
750
– – ﹤0.01% 3090
2016
Q1 		$10K Buy
750
+500
+200% +$7.58K ﹤0.01% 3238
2015
Q4 		$5K Buy
+250
New +$4.99K ﹤0.01% 3696

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's TVTX Position: Q1 2026 in Review

Creative Planning increased its Travere Therapeutics (TVTX) stake by 2.2% in Q1 2026, buying an estimated $26.1K and bringing the position to 40,812 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Creative Planning first reported a position in TVTX in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2025. 260 funds tracked by Wall St. Rank hold TVTX as of Q1 2026.

  • Creative Planning held 40,812 shares of Travere Therapeutics worth $1.21M as of Q1 2026.
  • Creative Planning bought 873 Travere Therapeutics shares in Q1 2026, an estimated $26.1K.
  • Travere Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2301 holding.
  • Creative Planning first reported a position in Travere Therapeutics in Q4 2015 and has held it in 16 quarters since.
  • Creative Planning's Travere Therapeutics position peaked at $1.53M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Travere Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.