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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
Q2 		$90.9K Buy
+1,600
New +$70.9K 0.05% 149
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

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

Mark Sheptoff Financial Planning's TVTX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Travere Therapeutics (TVTX) in Q2 2026: 1,600 shares worth $90.9K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in TVTX as recently as Q4 2025.

Mark Sheptoff Financial Planning first reported a position in TVTX in Q1 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 320 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,600 shares of Travere Therapeutics worth $90.9K as of Q2 2026.
  • Travere Therapeutics was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Travere Therapeutics made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #149 holding.
  • Mark Sheptoff Financial Planning first reported a position in Travere Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Travere Therapeutics position peaked at $296K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.