LI
TVRD

LRI Investments’s Tvardi Therapeutics TVRD Stock Holding History

LRI Investments’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 		$51 Hold
27
– – ﹤0.01% 1902
2026
Q1 		$86 Hold
27
– – ﹤0.01% 1406
2025
Q4 		$116 Sell
27
-55
-67% -$493 ﹤0.01% 1341
2025
Q3 		$3.2K Hold
82
– – ﹤0.01% 1131
2025
Q2 		$1.91K Sell
82
-1
-1% -$24 ﹤0.01% 1174
2025
Q1 		$1.26K Hold
83
– – ﹤0.01% 1138
2024
Q4 		$1.52K Hold
83
– – ﹤0.01% 1091
2024
Q3 		$983 Buy
83
+27
+48% +$316 ﹤0.01% 1103
2024
Q2 		$516 Hold
56
– – ﹤0.01% 1118
2024
Q1 		$1.82K Buy
+56
New +$1.45K ﹤0.01% 754

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
AIM
Axiom Investment Management New York $150M AUM

LRI Investments's TVRD Position: Q2 2026 in Review

LRI Investments held its Tvardi Therapeutics (TVRD) position steady in Q2 2026 at 27 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

LRI Investments first reported a position in TVRD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.2K in Q3 2025. 12 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • LRI Investments held 27 shares of Tvardi Therapeutics worth $51 as of Q2 2026.
  • LRI Investments left its Tvardi Therapeutics share count unchanged in Q2 2026.
  • Tvardi Therapeutics made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1902 holding.
  • LRI Investments first reported a position in Tvardi Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Tvardi Therapeutics position peaked at $3.2K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.