LPL Financial
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LPL Financial’s Travere Therapeutics TVTX Stock Holding History

LPL Financial’s Portfolio TVTX Stock Details TVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Buy
28,653
+14,999
+110% +$665K ﹤0.01% 3982
2026
Q1 		$406K Buy
13,654
+4,130
+43% +$123K ﹤0.01% 4956
2025
Q4 		$364K Buy
+9,524
New +$310K ﹤0.01% 4991

Other funds holding TVTX

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's TVTX Position: Q2 2026 in Review

LPL Financial increased its Travere Therapeutics (TVTX) stake by 110% in Q2 2026, buying an estimated $665K and bringing the position to 28,653 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

LPL Financial first reported a position in TVTX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • LPL Financial held 28,653 shares of Travere Therapeutics worth $1.63M as of Q2 2026.
  • LPL Financial bought 14,999 Travere Therapeutics shares in Q2 2026, an estimated $665K.
  • Travere Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3982 holding.
  • LPL Financial first reported a position in Travere Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.