Sound Income Strategies’s Tvardi Therapeutics TVRD Stock Holding History

Sound Income Strategies’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	–	Sell	-2	Closed	-$6	–	2553
2026 Q1	$6	Hold	2	–	–	﹤0.01%	2583
2025 Q4	$9	Hold	2	–	–	﹤0.01%	2505
2025 Q3	$86	Hold	2	–	–	﹤0.01%	1628
2025 Q2	$47	Buy	+2	New	+$47	﹤0.01%	1561
2024 Q4	–	Sell	-3	Closed	-$31	–	1558
2024 Q3	$31	Hold	3	–	–	﹤0.01%	1378
2024 Q2	$26	Hold	3	–	–	﹤0.01%	1350
2024 Q1	$91	Hold	3	–	–	﹤0.01%	1303
2023 Q4	$74	Hold	3	–	–	﹤0.01%	1287
2023 Q3	$168	Hold	3	–	–	﹤0.01%	1116
2023 Q2	$283	Hold	3	–	–	﹤0.01%	1064
2023 Q1	$491	Hold	3	–	–	﹤0.01%	992
2022 Q4	$1.07K	Hold	3	–	–	﹤0.01%	851
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	860
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	866
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	857
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	821
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	718
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	854
2021 Q1	$2.17K	Hold	3	–	–	﹤0.01%	761
2020 Q4	$2K	Hold	3	–	–	﹤0.01%	742
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	805
2020 Q2	$2K	Hold	3	–	–	﹤0.01%	663
2020 Q1	$1K	Buy	+3	New	+$1.63K	﹤0.01%	726

Other funds holding TVRD

AFG

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

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

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

DWAM

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

PAP

Persistent Asset Partners Hong Kong $335M AUM 275.57% 1-Year Est. Return

Sound Income Strategies's TVRD Position: Q2 2026 in Review

Sound Income Strategies sold out of Tvardi Therapeutics (TVRD) in Q2 2026, closing a stake of 2 shares — an estimated $6 sold.

Sound Income Strategies first reported a position in TVRD in Q1 2020 and held it in 23 quarters. The position peaked at $2.17K in Q1 2021. 34 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

Sound Income Strategies reported no remaining Tvardi Therapeutics position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2 Tvardi Therapeutics shares in Q2 2026, an estimated $6.
Sound Income Strategies first reported a position in Tvardi Therapeutics in Q1 2020 and held it in 23 quarters.
Sound Income Strategies's Tvardi Therapeutics position peaked at $2.17K in Q1 2021.
34 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.