BZWA
TTD icon

Blue Zone Wealth Advisors’s Trade Desk TTD Stock Holding History

Blue Zone Wealth 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 		– Sell
-94,998
Closed -$3.61M – 143
2025
Q4 		$3.61M Buy
94,998
+4,587
+5% +$203K 0.69% 53
2025
Q3 		$4.43M Buy
90,411
+8,426
+10% +$535K 0.88% 51
2025
Q2 		$5.9M Buy
81,985
+2,816
+4% +$180K 1.47% 31
2025
Q1 		$4.33M Buy
79,169
+12,375
+19% +$1.12M 1.2% 41
2024
Q4 		$7.85M Sell
66,794
-752
-1% -$93K 2.26% 9
2024
Q3 		$7.41M Buy
67,546
+2,488
+4% +$248K 2.3% 9
2024
Q2 		$6.35M Sell
65,058
-266
-0.4% -$24K 2.19% 11
2024
Q1 		$5.71M Buy
65,324
+869
+1% +$65.8K 1.96% 16
2023
Q4 		$4.64M Buy
64,455
+1,142
+2% +$83.9K 1.85% 24
2023
Q3 		$4.95M Buy
63,313
+97
+0.2% +$7.84K 2.17% 16
2023
Q2 		$4.88M Buy
63,216
+334
+0.5% +$22.6K 2.25% 14
2023
Q1 		$3.83M Buy
62,882
+59
+0.1% +$3.14K 2.05% 16
2022
Q4 		$2.82M Buy
62,823
+480
+0.8% +$24.3K 1.5% 27
2022
Q3 		$3.73M Sell
62,343
-15,768
-20% -$897K 1.93% 15
2022
Q2 		$3.27M Buy
78,111
+6,954
+10% +$381K 1.48% 20
2022
Q1 		$4.93M Sell
71,157
-20
-0% -$1.45K 1.84% 16
2021
Q4 		$6.52M Sell
71,177
-105
-0.1% -$9.2K 2.16% 9
2021
Q3 		$5.01M Buy
71,282
+2,962
+4% +$229K 1.74% 13
2021
Q2 		$5.29M Buy
68,320
+12,660
+23% +$809K 1.98% 11
2021
Q1 		$3.63M Buy
55,660
+950
+2% +$73.4K 1.54% 18
2020
Q4 		$4.38M Buy
54,710
+50
+0.1% +$3.78K 2.11% 9
2020
Q3 		$2.84M Buy
+54,660
New +$2.5M 1.6% 19

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

Blue Zone Wealth Advisors's TTD Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 94,998 shares — an estimated $3.61M sold.

Blue Zone Wealth Advisors first reported a position in TTD in Q3 2020 and held it in 22 quarters. The position peaked at $7.85M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 94,998 Trade Desk shares in Q1 2026, an estimated $3.61M.
  • Blue Zone Wealth Advisors first reported a position in Trade Desk in Q3 2020 and held it in 22 quarters.
  • Blue Zone Wealth Advisors's Trade Desk position peaked at $7.85M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.