KWM
TVRD

Kiker Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Kiker Wealth 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
2025
Q3 		– Sell
-13
Closed -$303 – 678
2025
Q2 		$303 Sell
13
-2
-13% -$47 ﹤0.01% 574
2025
Q1 		$223 Buy
+15
New +$226 ﹤0.01% 675

Other funds holding TVRD

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiker Wealth Management's TVRD Position: Q3 2025 in Review

Kiker Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q3 2025, closing a stake of 13 shares — an estimated $303 sold.

Kiker Wealth Management first reported a position in TVRD in Q1 2025 and held it in 2 quarters. The position peaked at $303 in Q2 2025. 73 funds tracked by Wall St. Rank hold TVRD as of Q3 2025.

  • Kiker Wealth Management reported no remaining Tvardi Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 13 Tvardi Therapeutics shares in Q3 2025, an estimated $303.
  • Kiker Wealth Management first reported a position in Tvardi Therapeutics in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Tvardi Therapeutics position peaked at $303 in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.