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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
Q2 		$459K Sell
25,413
-38,188
-60% -$811K ﹤0.01% 1374
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

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Beacon Pointe Advisors's TTD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Trade Desk (TTD) stake by 60% in Q2 2026, selling an estimated $811K and leaving 25,413 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Beacon Pointe Advisors first reported a position in TTD in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2026. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Beacon Pointe Advisors held 25,413 shares of Trade Desk worth $459K as of Q2 2026.
  • Beacon Pointe Advisors sold 38,188 Trade Desk shares in Q2 2026, an estimated $811K.
  • Trade Desk made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1374 holding.
  • Beacon Pointe Advisors first reported a position in Trade Desk in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Trade Desk position peaked at $1.44M in Q1 2026.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.