RIL
TVRD

Rothschild Investment LLC’s Tvardi Therapeutics TVRD Stock Holding History

Rothschild Investment LLC’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
Q1 		$38 Buy
+12
New +$47 ﹤0.01% 3499
2023
Q4 		– Sell
-294
Closed -$18K – 1361
2023
Q3 		$18K Sell
294
-125
-30% -$11.7K ﹤0.01% 476
2023
Q2 		$43K Sell
419
-370
-47% -$51K ﹤0.01% 485
2023
Q1 		$139K Sell
789
-850
-52% -$285K 0.01% 454
2022
Q4 		$634K Buy
1,639
+31
+2% +$11.8K 0.06% 257
2022
Q3 		$542K Buy
1,608
+180
+13% +$65.2K 0.05% 269
2022
Q2 		$469K Hold
1,428
– – 0.04% 305
2022
Q1 		$625K Buy
1,428
+70
+5% +$28.7K 0.05% 288
2021
Q4 		$596K Hold
1,358
– – 0.05% 299
2021
Q3 		$756K Buy
1,358
+319
+31% +$160K 0.06% 247
2021
Q2 		$534K Sell
1,039
-44
-4% -$27.9K 0.04% 314
2021
Q1 		$847K Buy
1,083
+72
+7% +$49.3K 0.07% 236
2020
Q4 		$551K Buy
1,011
+100
+11% +$52.4K 0.05% 272
2020
Q3 		$417K Buy
911
+55
+6% +$31.9K 0.05% 285
2020
Q2 		$527K Buy
856
+128
+18% +$70.7K 0.06% 240
2020
Q1 		$346K Sell
728
-11
-1% -$5.98K 0.05% 294
2019
Q4 		$429K Hold
739
– – 0.04% 313
2019
Q3 		$486K Sell
739
-89
-11% -$74K 0.06% 255
2019
Q2 		$641K Buy
828
+236
+40% +$166K 0.08% 220
2019
Q1 		$418K Sell
592
-14
-2% -$8.38K 0.05% 272
2018
Q4 		$283K Sell
606
-30
-5% -$19.4K 0.04% 298
2018
Q3 		$548K Buy
636
+8
+1% +$5.78K 0.06% 229
2018
Q2 		$433K Buy
628
+9
+1% +$4.58K 0.05% 250
2018
Q1 		$276K Buy
619
+222
+56% +$108K 0.04% 314
2017
Q4 		$175K Buy
+397
New +$181K 0.02% 389

Other funds holding TVRD

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Rothschild Investment LLC's TVRD Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Tvardi Therapeutics (TVRD) in Q1 2026: 12 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #3499 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in TVRD as recently as Q3 2023.

Rothschild Investment LLC first reported a position in TVRD in Q4 2017 and has held it in 25 quarters since. The position peaked at $847K in Q1 2021. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

  • Rothschild Investment LLC held 12 shares of Tvardi Therapeutics worth $38 as of Q1 2026.
  • Tvardi Therapeutics was a new Rothschild Investment LLC position in Q1 2026.
  • Tvardi Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3499 holding.
  • Rothschild Investment LLC first reported a position in Tvardi Therapeutics in Q4 2017 and has held it in 25 quarters since.
  • Rothschild Investment LLC's Tvardi Therapeutics position peaked at $847K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.