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Action Point Financial Planning’s Trade Desk TTD Stock Holding History

Action Point Financial Planning’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Buy
+29,598
New +$629K 0.05% 250

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Action Point Financial Planning's TTD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Trade Desk (TTD) in Q2 2026: 29,598 shares worth $535K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings.

679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Action Point Financial Planning held 29,598 shares of Trade Desk worth $535K as of Q2 2026.
  • Trade Desk was a new Action Point Financial Planning position in Q2 2026.
  • Trade Desk made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #250 holding.
  • 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.