BHWM
TTD icon

Beaird Harris Wealth Management’s Trade Desk TTD Stock Holding History

Beaird Harris 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
Q2 		$308 Hold
17
– – ﹤0.01% 633
2026
Q1 		$386 Hold
17
– – ﹤0.01% 584
2025
Q4 		$646 Hold
17
– – ﹤0.01% 580
2025
Q3 		$834 Hold
17
– – ﹤0.01% 584
2025
Q2 		$1.22K Hold
17
– – ﹤0.01% 544
2025
Q1 		$931 Hold
17
– – ﹤0.01% 487
2024
Q4 		$2K Hold
17
– – ﹤0.01% 439
2024
Q3 		$1.86K Sell
17
-70
-80% -$6.98K ﹤0.01% 446
2024
Q2 		$8.5K Buy
87
+32
+58% +$2.89K ﹤0.01% 390
2024
Q1 		$4.81K Hold
55
– – ﹤0.01% 393
2023
Q4 		$3.96K Hold
55
– – ﹤0.01% 406
2023
Q3 		$4.3K Hold
55
– – ﹤0.01% 316
2023
Q2 		$4.25K Hold
55
– – ﹤0.01% 333
2023
Q1 		$3.35K Hold
55
– – ﹤0.01% 344
2022
Q4 		$2.47K Hold
55
– – ﹤0.01% 539
2022
Q3 		$3K Buy
+55
New +$3.13K ﹤0.01% 385
2022
Q2 		– Sell
-55
Closed -$4K – 601
2022
Q1 		$4K Buy
55
+25
+83% +$1.81K ﹤0.01% 461
2021
Q4 		$3K Buy
+30
New +$2.63K ﹤0.01% 546

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beaird Harris Wealth Management's TTD Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Trade Desk (TTD) position steady in Q2 2026 at 17 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Beaird Harris Wealth Management first reported a position in TTD in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.5K in Q2 2024. 80 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Beaird Harris Wealth Management held 17 shares of Trade Desk worth $308 as of Q2 2026.
  • Beaird Harris Wealth Management left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #633 holding.
  • Beaird Harris Wealth Management first reported a position in Trade Desk in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Trade Desk position peaked at $8.5K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.