Activest Wealth Management
TTD icon

Activest Wealth Management’s Trade Desk TTD Stock Holding History

Activest Wealth Management’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
Q3 		– Sell
-9
Closed -$163 – 1354
2026
Q2 		$163 Sell
9
-25
-74% -$531 ﹤0.01% 1191
2026
Q1 		$765 Buy
34
+13
+62% +$375 ﹤0.01% 1045
2025
Q4 		$787 Sell
21
-143
-87% -$6.34K ﹤0.01% 968
2025
Q3 		$8.02K Sell
164
-730
-82% -$46.3K ﹤0.01% 557
2025
Q2 		$64.4K Buy
+894
New +$57.1K 0.02% 181
2025
Q1 		– Sell
-3
Closed -$271 – 1032
2024
Q4 		$353 Sell
3
-15
-83% -$1.86K ﹤0.01% 574
2024
Q3 		$1.95K Buy
+18
New +$1.8K ﹤0.01% 430
2023
Q1 		– Sell
-554
Closed -$24.8K – 542
2022
Q4 		$24.8K Hold
554
– – 0.01% 238
2022
Q3 		$33K Buy
554
+308
+125% +$17.5K 0.01% 206
2022
Q2 		$10K Buy
246
+157
+176% +$8.6K 0.01% 204
2022
Q1 		$6K Buy
+89
New +$6.43K ﹤0.01% 249
2021
Q4 		– Sell
-476
Closed -$33K – 408
2021
Q3 		$33K Buy
476
+199
+72% +$15.4K 0.02% 139
2021
Q2 		$21K Sell
277
-63
-19% -$4.03K 0.02% 143
2021
Q1 		$22K Buy
+340
New +$26.3K 0.02% 145

Other funds holding TTD

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Activest Wealth Management's TTD Position: Q3 2026 in Review

Activest Wealth Management sold out of Trade Desk (TTD) in Q3 2026, closing a stake of 9 shares — an estimated $163 sold.

Activest Wealth Management first reported a position in TTD in Q1 2021 and held it in 14 quarters. The position peaked at $64.4K in Q2 2025. 241 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Activest Wealth Management reported no remaining Trade Desk position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 9 Trade Desk shares in Q3 2026, an estimated $163.
  • Activest Wealth Management first reported a position in Trade Desk in Q1 2021 and held it in 14 quarters.
  • Activest Wealth Management's Trade Desk position peaked at $64.4K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.