DWAM
TVRD

Duncan Williams Asset Management’s Tvardi Therapeutics TVRD Stock Holding History

Duncan Williams Asset Management’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
Q2 		$120K Hold
63,241
– – 0.03% 168
2026
Q1 		$201K Sell
63,241
-17,530
-22% -$68.7K 0.06% 148
2025
Q4 		$312K Buy
80,771
+58,741
+267% +$526K 0.08% 131
2025
Q3 		$859K Buy
22,030
+200
+0.9% +$5.69K 0.24% 67
2025
Q2 		$509K Buy
+21,830
New +$516K 0.16% 90

Other funds holding TVRD

SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Duncan Williams Asset Management's TVRD Position: Q2 2026 in Review

Duncan Williams Asset Management held its Tvardi Therapeutics (TVRD) position steady in Q2 2026 at 63,241 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #168.

Duncan Williams Asset Management first reported a position in TVRD in Q2 2025 and has held it in 5 quarters since. The position peaked at $859K in Q3 2025. 58 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • Duncan Williams Asset Management held 63,241 shares of Tvardi Therapeutics worth $120K as of Q2 2026.
  • Duncan Williams Asset Management left its Tvardi Therapeutics share count unchanged in Q2 2026.
  • Tvardi Therapeutics made up 0.03% of Duncan Williams Asset Management's portfolio in Q2 2026, its #168 holding.
  • Duncan Williams Asset Management first reported a position in Tvardi Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Duncan Williams Asset Management's Tvardi Therapeutics position peaked at $859K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.