NewEdge Advisors’s Travere Therapeutics TVTX Stock Holding History

NewEdge Advisors’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	$228K	Buy	+4,015	New	+$178K	﹤0.01%	2686
2026 Q1	–	Sell	-6,461	Closed	-$247K	–	4397
2025 Q4	$247K	Buy	+6,461	New	+$210K	﹤0.01%	2454
2024 Q4	–	Sell	-13,667	Closed	-$191K	–	4026
2024 Q3	$191K	Sell	13,667 -1,586	-10%	-$16.5K	﹤0.01%	2011
2024 Q2	$125K	Buy	+15,253	New	+$103K	﹤0.01%	2056
2023 Q1	–	Sell	-13	Closed	–	–	4126
2022 Q4	$0	Buy	+13	New	+$275	﹤0.01%	4213

Other funds holding TVTX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's TVTX Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Travere Therapeutics (TVTX) in Q2 2026: 4,015 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in TVTX as recently as Q4 2025.

NewEdge Advisors first reported a position in TVTX in Q4 2022 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 320 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

NewEdge Advisors held 4,015 shares of Travere Therapeutics worth $228K as of Q2 2026.
Travere Therapeutics was a new NewEdge Advisors position in Q2 2026.
Travere Therapeutics made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2686 holding.
NewEdge Advisors first reported a position in Travere Therapeutics in Q4 2022 and has held it in 5 quarters since.
NewEdge Advisors's Travere Therapeutics position peaked at $247K in Q4 2025.
320 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.