IWC
TVRD

Integrated Wealth Concepts’s Tvardi Therapeutics TVRD Stock Holding History

Integrated Wealth Concepts’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 		$118 Buy
+61
New +$191 ﹤0.01% 5796

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

Integrated Wealth Concepts's TVRD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tvardi Therapeutics (TVRD) in Q2 2026: 61 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #5796 among its holdings.

58 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • Integrated Wealth Concepts held 61 shares of Tvardi Therapeutics worth $118 as of Q2 2026.
  • Tvardi Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
  • Tvardi Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5796 holding.
  • 58 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.