Nisa Investment Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Nisa Investment Advisors’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	$162	Buy	+85	New	+$267	﹤0.01%	3054
2023 Q4	–	Sell	-3	Closed	-$203	–	2768
2023 Q3	$203	Sell	3 -65	-96%	-$6.1K	﹤0.01%	2664
2023 Q2	$6.96K	Buy	68 +51	+300%	+$7.03K	﹤0.01%	2301
2023 Q1	$3K	Sell	17 -1	-6%	-$335	﹤0.01%	2300
2022 Q4	$7K	Hold	18	–	–	﹤0.01%	2263
2022 Q3	$6K	Buy	18 +1	+6%	+$362	﹤0.01%	2274
2022 Q2	$5K	Hold	17	–	–	﹤0.01%	2276
2022 Q1	$7K	Sell	17 -320	-95%	-$131K	﹤0.01%	2267
2021 Q4	$140K	Buy	337 +41	+14%	+$20.6K	﹤0.01%	1391
2021 Q3	$165K	Buy	296 +272	+1,133%	+$136K	﹤0.01%	1483
2021 Q2	$12K	Hold	24	–	–	﹤0.01%	2211
2021 Q1	$18K	Hold	24	–	–	﹤0.01%	2144
2020 Q4	$13K	Buy	24 +10	+71%	+$5.24K	﹤0.01%	2183
2020 Q3	$6K	Hold	14	–	–	﹤0.01%	2186
2020 Q2	$9K	Hold	14	–	–	﹤0.01%	1946
2020 Q1	$7K	Hold	14	–	–	﹤0.01%	1914
2019 Q4	$8K	Hold	14	–	–	﹤0.01%	1877
2019 Q3	$9K	Hold	14	–	–	﹤0.01%	1822
2019 Q2	$11K	Hold	14	–	–	﹤0.01%	1739
2019 Q1	$10K	Sell	14 -4	-22%	-$2.39K	﹤0.01%	1766
2018 Q4	$8K	Hold	18	–	–	﹤0.01%	1709
2018 Q3	$16K	Hold	18	–	–	﹤0.01%	1593
2018 Q2	$12K	Hold	18	–	–	﹤0.01%	1687
2018 Q1	$8K	Sell	18 -4	-18%	-$1.94K	﹤0.01%	1721
2017 Q4	$10K	Buy	22 +8	+57%	+$3.65K	﹤0.01%	1749
2017 Q3	$7K	Hold	14	–	–	﹤0.01%	1796
2017 Q2	$8K	Hold	14	–	–	﹤0.01%	1769
2017 Q1	$9K	Buy	+14	New	+$7.48K	﹤0.01%	1715

Other funds holding TVRD

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Nisa Investment Advisors's TVRD Position: Q2 2026 in Review

Nisa Investment Advisors opened a new position in Tvardi Therapeutics (TVRD) in Q2 2026: 85 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #3054 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in TVRD as recently as Q3 2023.

Nisa Investment Advisors first reported a position in TVRD in Q1 2017 and has held it in 28 quarters since. The position peaked at $165K in Q3 2021. 57 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

Nisa Investment Advisors held 85 shares of Tvardi Therapeutics worth $162 as of Q2 2026.
Tvardi Therapeutics was a new Nisa Investment Advisors position in Q2 2026.
Tvardi Therapeutics made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #3054 holding.
Nisa Investment Advisors first reported a position in Tvardi Therapeutics in Q1 2017 and has held it in 28 quarters since.
Nisa Investment Advisors's Tvardi Therapeutics position peaked at $165K in Q3 2021.
57 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.