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Beacon Investment Advisory Services’s Trade Desk TTD Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$102K Sell
5,666
-209
-4% -$4.44K ﹤0.01% 337
2026
Q1 		$133K Sell
5,875
-117,008
-95% -$3.38M 0.01% 293
2025
Q4 		$4.66M Sell
122,883
-17,486
-12% -$775K 0.19% 94
2025
Q3 		$6.88M Sell
140,369
-60,760
-30% -$3.86M 0.29% 81
2025
Q2 		$14.5M Sell
201,129
-7,745
-4% -$495K 0.64% 50
2025
Q1 		$11.4M Sell
208,874
-881
-0.4% -$79.7K 0.53% 56
2024
Q4 		$24.7M Buy
209,755
+5,468
+3% +$677K 1.07% 34
2024
Q3 		$22.4M Buy
204,287
+2,080
+1% +$208K 0.93% 40
2024
Q2 		$19.7M Buy
202,207
+5,825
+3% +$526K 0.85% 42
2024
Q1 		$17.2M Sell
196,382
-3,370
-2% -$255K 0.74% 44
2023
Q4 		$14.4M Buy
199,752
+775
+0.4% +$56.9K 0.65% 49
2023
Q3 		$15.6M Buy
198,977
+4,049
+2% +$327K 0.77% 42
2023
Q2 		$15.1M Buy
194,928
+90
+0% +$6.09K 0.69% 44
2023
Q1 		$11.9M Sell
194,838
-4,149
-2% -$221K 0.58% 49
2022
Q4 		$8.92M Sell
198,987
-4,909
-2% -$249K 0.46% 56
2022
Q3 		$12.2M Sell
203,896
-1,159
-0.6% -$66K 0.67% 47
2022
Q2 		$8.59M Buy
205,055
+2,205
+1% +$121K 0.45% 64
2022
Q1 		$14M Buy
202,850
+2,732
+1% +$197K 0.6% 53
2021
Q4 		$18.3M Buy
200,118
+8,387
+4% +$735K 0.71% 41
2021
Q3 		$13.5M Buy
191,731
+3,175
+2% +$245K 0.56% 50
2021
Q2 		$14.6M Buy
188,556
+4,946
+3% +$316K 0.59% 54
2021
Q1 		$12M Buy
183,610
+11,450
+7% +$885K 0.52% 56
2020
Q4 		$13.8M Buy
172,160
+5,490
+3% +$415K 0.64% 49
2020
Q3 		$8.65M Buy
166,670
+64,890
+64% +$2.96M 0.45% 60
2020
Q2 		$4.14M Buy
101,780
+2,920
+3% +$88K 0.24% 79
2020
Q1 		$1.91M Buy
98,860
+2,590
+3% +$67K 0.13% 112
2019
Q4 		$2.5M Buy
96,270
+3,990
+4% +$89.8K 0.13% 121
2019
Q3 		$1.73M Buy
92,280
+6,740
+8% +$160K 0.17% 96
2019
Q2 		$1.95M Buy
85,540
+32,040
+60% +$689K 0.21% 90
2019
Q1 		$1.06M Buy
+53,500
New +$877K 0.11% 110

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Beacon Investment Advisory Services's TTD Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Trade Desk (TTD) stake by 3.6% in Q2 2026, selling an estimated $4.44K and leaving 5,666 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Beacon Investment Advisory Services first reported a position in TTD in Q1 2019 and has held it in 30 quarters since. The position peaked at $24.7M in Q4 2024. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Beacon Investment Advisory Services held 5,666 shares of Trade Desk worth $102K as of Q2 2026.
  • Beacon Investment Advisory Services sold 209 Trade Desk shares in Q2 2026, an estimated $4.44K.
  • Trade Desk made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #337 holding.
  • Beacon Investment Advisory Services first reported a position in Trade Desk in Q1 2019 and has held it in 30 quarters since.
  • Beacon Investment Advisory Services's Trade Desk position peaked at $24.7M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.