Bogart Wealth LLC’s Trade Desk TTD Stock Holding History

Bogart Wealth LLC’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	$488	Buy	27 +2	+8%	+$42	﹤0.01%	1807
2026 Q1	$567	Buy	25 +22	+733%	+$635	﹤0.01%	1552
2025 Q4	$114	Sell	3 -51	-94%	-$2.26K	﹤0.01%	1548
2025 Q3	$2.65K	Sell	54 -268	-83%	-$17K	﹤0.01%	1095
2025 Q2	$23.2K	Buy	322 +290	+906%	+$18.5K	﹤0.01%	594
2025 Q1	$1.75K	Sell	32 -43	-57%	-$3.89K	﹤0.01%	1098
2024 Q4	$8.81K	Sell	75 -139	-65%	-$17.2K	﹤0.01%	768
2024 Q3	$23.5K	Hold	214	–	–	﹤0.01%	530
2024 Q2	$20.9K	Sell	214 -122	-36%	-$11K	﹤0.01%	524
2024 Q1	$29.4K	Buy	336 +222	+195%	+$16.8K	﹤0.01%	456
2023 Q4	$8.2K	Hold	114	–	–	﹤0.01%	663
2023 Q3	$8.91K	Buy	114 +50	+78%	+$4.04K	﹤0.01%	616
2023 Q2	$4.94K	Hold	64	–	–	﹤0.01%	708
2023 Q1	$3.9K	Hold	64	–	–	﹤0.01%	771
2022 Q4	$2.87K	Hold	64	–	–	﹤0.01%	758
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	746
2022 Q2	$3K	Buy	64 +5	+8%	+$274	﹤0.01%	741
2022 Q1	$4K	Buy	59 +20	+51%	+$1.45K	﹤0.01%	613
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	594
2021 Q3	$3K	Buy	+39	New	+$3.02K	﹤0.01%	610

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Bogart Wealth LLC's TTD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Trade Desk (TTD) stake by 8% in Q2 2026, buying an estimated $42 and bringing the position to 27 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Bogart Wealth LLC first reported a position in TTD in Q3 2021 and has held it in 20 quarters since. The position peaked at $29.4K in Q1 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Bogart Wealth LLC held 27 shares of Trade Desk worth $488 as of Q2 2026.
Bogart Wealth LLC bought 2 Trade Desk shares in Q2 2026, an estimated $42.
Trade Desk made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1807 holding.
Bogart Wealth LLC first reported a position in Trade Desk in Q3 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's Trade Desk position peaked at $29.4K in Q1 2024.
686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.