Arkadios Wealth Advisors’s Trade Desk TTD Stock Holding History

Arkadios Wealth Advisors’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	$1.17M	Buy	51,778 +22,731	+78%	+$656K	0.02%	711
2025 Q4	$1.1M	Sell	29,047 -28,504	-50%	-$1.26M	0.02%	654
2025 Q3	$2.82M	Buy	57,551 +1,251	+2%	+$79.4K	0.07%	300
2025 Q2	$4.05M	Buy	56,300 +50,421	+858%	+$3.22M	0.12%	194
2025 Q1	$322K	Buy	5,879 +2,101	+56%	+$190K	0.01%	881
2024 Q4	$444K	Buy	3,778 +1,027	+37%	+$127K	0.02%	593
2024 Q3	$302K	Buy	+2,751	New	+$274K	0.02%	703
2024 Q2	–	Sell	-2,439	Closed	-$213K	–	908
2024 Q1	$213K	Buy	+2,439	New	+$185K	0.02%	637
2023 Q4	–	Sell	-2,972	Closed	-$232K	–	768
2023 Q3	$232K	Buy	+2,972	New	+$240K	0.02%	576
2021 Q4	–	Sell	-660	Closed	-$46K	–	1687
2021 Q3	$46K	Hold	660	–	–	0.01%	901
2021 Q2	$51K	Buy	+660	New	+$42.2K	0.01%	920
2020 Q4	–	Sell	-390	Closed	-$23.6K	–	1482
2020 Q3	$23.6K	Hold	390	–	–	0.01%	568
2020 Q2	$16.8K	Hold	390	–	–	0.01%	574
2020 Q1	$7.53K	Buy	390 +380	+3,800%	+$9.83K	﹤0.01%	695
2019 Q4	$307	Buy	+10	New	+$225	﹤0.01%	952

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Arkadios Wealth Advisors's TTD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Trade Desk (TTD) stake by 78% in Q1 2026, buying an estimated $656K and bringing the position to 51,778 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #711.

Arkadios Wealth Advisors first reported a position in TTD in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.05M in Q2 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Arkadios Wealth Advisors held 51,778 shares of Trade Desk worth $1.17M as of Q1 2026.
Arkadios Wealth Advisors bought 22,731 Trade Desk shares in Q1 2026, an estimated $656K.
Trade Desk made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #711 holding.
Arkadios Wealth Advisors first reported a position in Trade Desk in Q4 2019 and has held it in 15 quarters since.
Arkadios Wealth Advisors's Trade Desk position peaked at $4.05M in Q2 2025.
772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.