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Beacon Pointe Advisors’s Trade Desk TTD Stock Holding History

Beacon Pointe 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 		$1.44M Buy
63,601
+34,648
+120% +$1M 0.01% 854
2025
Q4 		$1.1M Buy
28,953
+10,451
+56% +$463K 0.01% 807
2025
Q3 		$907K Buy
18,502
+1,422
+8% +$90.2K 0.01% 790
2025
Q2 		$1.23M Buy
17,080
+12,802
+299% +$817K 0.01% 606
2025
Q1 		$234K Buy
4,278
+939
+28% +$85K ﹤0.01% 1105
2024
Q4 		$392K Sell
3,339
-419
-11% -$51.8K ﹤0.01% 907
2024
Q3 		$412K Sell
3,758
-76
-2% -$7.58K ﹤0.01% 916
2024
Q2 		$374K Buy
3,834
+4
+0.1% +$361 ﹤0.01% 978
2024
Q1 		$335K Sell
3,830
-138
-3% -$10.5K ﹤0.01% 1075
2023
Q4 		$286K Sell
3,968
-1,048
-21% -$77K ﹤0.01% 1099
2023
Q3 		$392K Buy
5,016
+1,327
+36% +$107K ﹤0.01% 965
2023
Q2 		$285K Sell
3,689
-661
-15% -$44.7K ﹤0.01% 900
2023
Q1 		$265K Buy
+4,350
New +$232K ﹤0.01% 977
2022
Q4 		– Sell
-3,917
Closed -$236K – 1106
2022
Q3 		$236K Buy
+3,917
New +$223K 0.01% 873
2022
Q2 		– Sell
-4,256
Closed -$295K – 1219
2022
Q1 		$295K Buy
4,256
+1,621
+62% +$117K ﹤0.01% 986
2021
Q4 		$241K Sell
2,635
-1,332
-34% -$117K 0.01% 814
2021
Q3 		$279K Sell
3,967
-163
-4% -$12.6K 0.01% 733
2021
Q2 		$319K Buy
+4,130
New +$264K 0.01% 644

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

Beacon Pointe Advisors's TTD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Trade Desk (TTD) stake by 120% in Q1 2026, buying an estimated $1M and bringing the position to 63,601 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #854.

Beacon Pointe Advisors first reported a position in TTD in Q2 2021 and has held it in 18 quarters since. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Beacon Pointe Advisors held 63,601 shares of Trade Desk worth $1.44M as of Q1 2026.
  • Beacon Pointe Advisors bought 34,648 Trade Desk shares in Q1 2026, an estimated $1M.
  • Trade Desk made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #854 holding.
  • Beacon Pointe Advisors first reported a position in Trade Desk in Q2 2021 and has held it in 18 quarters since.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.