TWD
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True Wealth Design’s Travere Therapeutics TVTX Stock Holding History

True Wealth Design’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 		$3.52K Hold
62
– – ﹤0.01% 1470
2026
Q1 		$1.84K Sell
62
-13
-17% -$389 ﹤0.01% 1583
2025
Q4 		$2.87K Buy
75
+13
+21% +$423 ﹤0.01% 1311
2025
Q3 		$1.48K Buy
+62
New +$1.17K ﹤0.01% 1599
2025
Q2 		– Sell
-288
Closed -$5.16K – 2826
2025
Q1 		$5.16K Hold
288
– – ﹤0.01% 679
2024
Q4 		$5.02K Buy
288
+60
+26% +$1.06K ﹤0.01% 532
2024
Q3 		$3.19K Buy
+228
New +$2.38K ﹤0.01% 674

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

True Wealth Design's TVTX Position: Q2 2026 in Review

True Wealth Design held its Travere Therapeutics (TVTX) position steady in Q2 2026 at 62 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

True Wealth Design first reported a position in TVTX in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.16K in Q1 2025. 319 funds tracked by Wall St. Rank hold TVTX as of Q2 2026.

  • True Wealth Design held 62 shares of Travere Therapeutics worth $3.52K as of Q2 2026.
  • True Wealth Design left its Travere Therapeutics share count unchanged in Q2 2026.
  • Travere Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1470 holding.
  • True Wealth Design first reported a position in Travere Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Travere Therapeutics position peaked at $5.16K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held Travere Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.