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Mark Sheptoff Financial Planning’s Travere Therapeutics TVTX Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-7,750
Closed -$296K – 573
2025
Q4 		$296K Buy
7,750
+6,750
+675% +$219K 0.14% 85
2025
Q3 		$23.9K Sell
1,000
-1,400
-58% -$26.3K 0.01% 261
2025
Q2 		$35.5K Hold
2,400
– – 0.02% 211
2025
Q1 		$43K Buy
+2,400
New +$48.7K 0.02% 178

Other funds holding TVTX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mark Sheptoff Financial Planning's TVTX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Travere Therapeutics (TVTX) in Q1 2026, closing a stake of 7,750 shares — an estimated $296K sold.

Mark Sheptoff Financial Planning first reported a position in TVTX in Q1 2025 and held it in 4 quarters. The position peaked at $296K in Q4 2025. 260 funds tracked by Wall St. Rank hold TVTX as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Travere Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 7,750 Travere Therapeutics shares in Q1 2026, an estimated $296K.
  • Mark Sheptoff Financial Planning first reported a position in Travere Therapeutics in Q1 2025 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Travere Therapeutics position peaked at $296K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Travere Therapeutics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.