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
Q2 		$3M Buy
52,788
+11,976
+29% +$531K ﹤0.01% 1787
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

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's TVTX Position: Q2 2026 in Review

Creative Planning increased its Travere Therapeutics (TVTX) stake by 29% in Q2 2026, buying an estimated $531K and bringing the position to 52,788 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Creative Planning first reported a position in TVTX in Q4 2015 and has held it in 17 quarters since. 321 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • Creative Planning held 52,788 shares of Travere Therapeutics worth $3M as of Q2 2026.
  • Creative Planning bought 11,976 Travere Therapeutics shares in Q2 2026, an estimated $531K.
  • Travere Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1787 holding.
  • Creative Planning first reported a position in Travere Therapeutics in Q4 2015 and has held it in 17 quarters since.
  • 321 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

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