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Root Financial Partners’s Travere Therapeutics TVTX Stock Holding History

Root Financial Partners’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 		– Sell
-110
Closed -$3.27K – 2987
2026
Q1 		$3.27K Buy
+110
New +$3.29K ﹤0.01% 2120

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

Root Financial Partners's TVTX Position: Q2 2026 in Review

Root Financial Partners sold out of Travere Therapeutics (TVTX) in Q2 2026, closing a stake of 110 shares — an estimated $3.27K sold.

Root Financial Partners first reported a position in TVTX in Q1 2026 and held it in 1 quarter. The position peaked at $3.27K in Q1 2026. 320 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • Root Financial Partners reported no remaining Travere Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 110 Travere Therapeutics shares in Q2 2026, an estimated $3.27K.
  • Root Financial Partners first reported a position in Travere Therapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Travere Therapeutics position peaked at $3.27K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.