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Allworth Financial’s Trade Desk TTD Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 4315
2025
Q4 		– Hold
0
– – – 3870
2025
Q3 		– Hold
0
– – – 3564

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Allworth Financial's TTD Position: Q1 2026 in Review

Allworth Financial reduced its Trade Desk (TTD) stake by 25% in Q1 2026, selling an estimated $105K and leaving 11,237 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Allworth Financial first reported a position in TTD in Q1 2019 and has held it in 23 quarters since. The position peaked at $660K in Q4 2024. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Allworth Financial held 11,237 shares of Trade Desk worth $255K as of Q1 2026.
  • Allworth Financial sold 3,651 Trade Desk shares in Q1 2026, an estimated $105K.
  • Trade Desk made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1258 holding.
  • Allworth Financial first reported a position in Trade Desk in Q1 2019 and has held it in 23 quarters since.
  • Allworth Financial's Trade Desk position peaked at $660K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.