AEPWM
TTD icon

Atlantic Edge Private Wealth Management’s Trade Desk TTD Stock Holding History

Atlantic Edge Private 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
-50
Closed -$1.9K – 623
2025
Q4 		$1.9K Buy
+50
New +$2.22K ﹤0.01% 527

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atlantic Edge Private Wealth Management's TTD Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 50 shares — an estimated $1.9K sold.

Atlantic Edge Private Wealth Management first reported a position in TTD in Q4 2025 and held it in 1 quarter. The position peaked at $1.9K in Q4 2025. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 50 Trade Desk shares in Q1 2026, an estimated $1.9K.
  • Atlantic Edge Private Wealth Management first reported a position in Trade Desk in Q4 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Trade Desk position peaked at $1.9K in Q4 2025.
  • 778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.