WPA
TVRD

Wealth Preservation Advisors’s Tvardi Therapeutics TVRD Stock Holding History

Wealth Preservation 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 		– Sell
-8
Closed -$25 – 1015
2026
Q1 		$25 Buy
+8
New +$31 ﹤0.01% 1000

Other funds holding TVRD

SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
UBS Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Wealth Preservation Advisors's TVRD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Tvardi Therapeutics (TVRD) in Q2 2026, closing a stake of 8 shares — an estimated $25 sold.

Wealth Preservation Advisors first reported a position in TVRD in Q1 2026 and held it in 1 quarter. The position peaked at $25 in Q1 2026. 58 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Tvardi Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 8 Tvardi Therapeutics shares in Q2 2026, an estimated $25.
  • Wealth Preservation Advisors first reported a position in Tvardi Therapeutics in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Tvardi Therapeutics position peaked at $25 in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.