IA
TVRD

IFP Advisors’s Tvardi Therapeutics TVRD Stock Holding History

IFP 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 		$11 Sell
6
-30
-83% -$94 ﹤0.01% 5092
2026
Q1 		$114 Buy
36
+30
+500% +$118 ﹤0.01% 4716
2025
Q4 		$26 Buy
+6
New +$54 ﹤0.01% 4778
2023
Q2 		– Sell
-6
Closed -$3.06K – 3594
2023
Q1 		$3.06K Sell
6
-27
-82% -$9.04K ﹤0.01% 2758
2022
Q4 		$19K Hold
33
– – ﹤0.01% 2944
2022
Q3 		$19K Hold
33
– – ﹤0.01% 3149
2022
Q2 		$19K Hold
33
– – ﹤0.01% 2908
2022
Q1 		$19K Buy
33
+27
+450% +$11.1K ﹤0.01% 2908
2021
Q4 		$2K Hold
6
– – ﹤0.01% 2860
2021
Q3 		$3K Hold
6
– – ﹤0.01% 2772
2021
Q2 		$3K Hold
6
– – ﹤0.01% 2677
2021
Q1 		$4K Hold
6
– – ﹤0.01% 2511
2020
Q4 		$3K Sell
6
-1
-14% -$524 ﹤0.01% 2543
2020
Q3 		$4K Hold
7
– – ﹤0.01% 2297
2020
Q2 		$4K Hold
7
– – ﹤0.01% 2203
2020
Q1 		$4K Hold
7
– – ﹤0.01% 2186
2019
Q4 		$4K Sell
7
-45
-87% -$31.6K ﹤0.01% 2294
2019
Q3 		$35K Buy
+52
New +$43.2K ﹤0.01% 1523
2019
Q1 		$13K Sell
18
-22
-55% -$13.2K ﹤0.01% 1518
2018
Q4 		$18K Sell
40
-111
-74% -$71.6K ﹤0.01% 2204
2018
Q3 		$130K Buy
151
+41
+37% +$29.6K 0.01% 1324
2018
Q2 		$76K Buy
110
+74
+206% +$37.6K ﹤0.01% 1657
2018
Q1 		$16K Hold
36
– – ﹤0.01% 2538
2017
Q4 		$16K Buy
36
+10
+38% +$4.56K ﹤0.01% 2574
2017
Q3 		$13K Buy
26
+4
+18% +$2K ﹤0.01% 2899
2017
Q2 		$12K Hold
22
– – ﹤0.01% 2919
2017
Q1 		$14K Hold
22
– – ﹤0.01% 2739
2016
Q4 		$7K Buy
+22
New +$7.06K ﹤0.01% 3142
2016
Q3 		– Sell
-3
Closed – – 4069
2016
Q2 		$0 Sell
3
-15
-83% -$3.27K ﹤0.01% 4108
2016
Q1 		$13K Buy
18
+7
+64% +$2.09K ﹤0.01% 1518
2015
Q4 		$7K Buy
+11
New +$6.04K ﹤0.01% 2795

Other funds holding TVRD

DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's TVRD Position: Q2 2026 in Review

IFP Advisors reduced its Tvardi Therapeutics (TVRD) stake by 83% in Q2 2026, selling an estimated $94 and leaving 6 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

IFP Advisors first reported a position in TVRD in Q4 2015 and has held it in 31 quarters since. The position peaked at $130K in Q3 2018. 10 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • IFP Advisors held 6 shares of Tvardi Therapeutics worth $11 as of Q2 2026.
  • IFP Advisors sold 30 Tvardi Therapeutics shares in Q2 2026, an estimated $94.
  • Tvardi Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5092 holding.
  • IFP Advisors first reported a position in Tvardi Therapeutics in Q4 2015 and has held it in 31 quarters since.
  • IFP Advisors's Tvardi Therapeutics position peaked at $130K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.