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
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 $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return

EverSource Wealth Advisors's TVRD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Tvardi Therapeutics (TVRD) stake by 1,240% in Q1 2026, buying an estimated $243 and bringing the position to 67 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #4190.

EverSource Wealth Advisors first reported a position in TVRD in Q4 2021 and has held it in 3 quarters since. The position peaked at $1K in Q4 2021. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

  • EverSource Wealth Advisors held 67 shares of Tvardi Therapeutics worth $213 as of Q1 2026.
  • EverSource Wealth Advisors bought 62 Tvardi Therapeutics shares in Q1 2026, an estimated $243.
  • Tvardi Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4190 holding.
  • EverSource Wealth Advisors first reported a position in Tvardi Therapeutics in Q4 2021 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Tvardi Therapeutics position peaked at $1K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.