AWM
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AE Wealth Management’s Trade Desk TTD Stock Holding History

AE 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
Q1 		– Sell
-6,710
Closed -$255K – 2706
2025
Q4 		$255K Buy
6,710
+1,955
+41% +$86.7K ﹤0.01% 1394
2025
Q3 		$233K Buy
4,755
+202
+4% +$12.8K ﹤0.01% 1324
2025
Q2 		$328K Buy
4,553
+235
+5% +$15K ﹤0.01% 1082
2025
Q1 		$236K Sell
4,318
-36
-0.8% -$3.26K ﹤0.01% 1208
2024
Q4 		$512K Sell
4,354
-1,283
-23% -$159K ﹤0.01% 906
2024
Q3 		$618K Buy
5,637
+1,461
+35% +$146K 0.01% 826
2024
Q2 		$408K Buy
4,176
+155
+4% +$14K ﹤0.01% 937
2024
Q1 		$352K Sell
4,021
-68,830
-94% -$5.22M ﹤0.01% 914
2023
Q4 		$4.95M Sell
72,851
-12,204
-14% -$897K 0.03% 591
2023
Q3 		$6.65M Buy
85,055
+403
+0.5% +$32.6K 0.04% 467
2023
Q2 		$6.54M Sell
84,652
-1,539
-2% -$104K 0.04% 466
2023
Q1 		$5.25M Buy
86,191
+8,957
+12% +$477K 0.03% 497
2022
Q4 		$3.46M Sell
77,234
-15,681
-17% -$795K 0.03% 569
2022
Q3 		$5.55M Buy
92,915
+27,451
+42% +$1.56M 0.04% 412
2022
Q2 		$2.74M Sell
65,464
-46,379
-41% -$2.54M 0.02% 564
2022
Q1 		$7.75M Sell
111,843
-39,399
-26% -$2.85M 0.05% 338
2021
Q4 		$13.9M Buy
151,242
+5,099
+3% +$447K 0.1% 209
2021
Q3 		$10.3M Buy
146,143
+13,736
+10% +$1.06M 0.08% 233
2021
Q2 		$10.2M Buy
132,407
+49,037
+59% +$3.13M 0.09% 221
2021
Q1 		$5.43M Sell
83,370
-249,730
-75% -$19.3M 0.05% 300
2020
Q4 		$26.7M Buy
333,100
+4,260
+1% +$322K 0.3% 78
2020
Q3 		$17.1M Sell
328,840
-30
-0% -$1.37K 0.24% 93
2020
Q2 		$13.4M Sell
328,870
-43,570
-12% -$1.31M 0.21% 115
2020
Q1 		$7.19M Buy
372,440
+213,860
+135% +$5.53M 0.17% 120
2019
Q4 		$4.12M Buy
158,580
+43,350
+38% +$975K 0.09% 209
2019
Q3 		$2.16M Buy
115,230
+30,170
+35% +$718K 0.06% 262
2019
Q2 		$1.94M Buy
+85,060
New +$1.83M 0.06% 249

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AE Wealth Management's TTD Position: Q1 2026 in Review

AE Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,710 shares — an estimated $255K sold.

AE Wealth Management first reported a position in TTD in Q2 2019 and held it in 27 quarters. The position peaked at $26.7M in Q4 2020. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • AE Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 6,710 Trade Desk shares in Q1 2026, an estimated $255K.
  • AE Wealth Management first reported a position in Trade Desk in Q2 2019 and held it in 27 quarters.
  • AE Wealth Management's Trade Desk position peaked at $26.7M in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.