EWA
TVRD

EverSource Wealth Advisors’s Tvardi Therapeutics TVRD Stock Holding History

EverSource Wealth Advisors’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 		$88 Sell
46
-21
-31% -$66 ﹤0.01% 4320
2026
Q1 		$213 Buy
67
+62
+1,240% +$243 ﹤0.01% 4190
2025
Q4 		$22 Buy
+5
New +$45 ﹤0.01% 4217
2022
Q1 		– Sell
-2
Closed -$1K – 1881
2021
Q4 		$1K Buy
+2
New +$1K ﹤0.01% 1746

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
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

EverSource Wealth Advisors's TVRD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tvardi Therapeutics (TVRD) stake by 31% in Q2 2026, selling an estimated $66 and leaving 46 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #4320.

EverSource Wealth Advisors first reported a position in TVRD in Q4 2021 and has held it in 4 quarters since. The position peaked at $1K in Q4 2021. 58 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • EverSource Wealth Advisors held 46 shares of Tvardi Therapeutics worth $88 as of Q2 2026.
  • EverSource Wealth Advisors sold 21 Tvardi Therapeutics shares in Q2 2026, an estimated $66.
  • Tvardi Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4320 holding.
  • EverSource Wealth Advisors first reported a position in Tvardi Therapeutics in Q4 2021 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Tvardi Therapeutics position peaked at $1K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.