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
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 $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return