CAI
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Capital Advisors Inc’s Trade Desk TTD Stock Holding History

Capital Advisors Inc’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 		– Sell
-67,200
Closed -$1.52M – 396
2026
Q1 		$1.52M Buy
67,200
+60,309
+875% +$1.74M 0.02% 145
2025
Q4 		$262K Sell
6,891
-62
-0.9% -$2.75K ﹤0.01% 287
2025
Q3 		$341K Buy
6,953
+37
+0.5% +$2.35K 0.01% 241
2025
Q2 		$498K Buy
6,916
+5
+0.1% +$319 0.01% 201
2025
Q1 		$378K Buy
6,911
+1,211
+21% +$110K 0.01% 221
2024
Q4 		$670K Sell
5,700
-81
-1% -$10K 0.01% 177
2024
Q3 		$634K Hold
5,781
– – 0.01% 177
2024
Q2 		$565K Hold
5,781
– – 0.01% 187
2024
Q1 		$505K Hold
5,781
– – 0.01% 195
2023
Q4 		$416K Hold
5,781
– – 0.01% 212
2023
Q3 		$452K Sell
5,781
-360
-6% -$29.1K 0.01% 176
2023
Q2 		$474K Buy
6,141
+500
+9% +$33.8K 0.01% 179
2023
Q1 		$344K Sell
5,641
-15
-0.3% -$798 0.01% 203
2022
Q4 		$254K Sell
5,656
-75
-1% -$3.8K 0.01% 230
2022
Q3 		$290K Buy
5,731
+800
+16% +$45.5K 0.01% 199
2022
Q2 		$207K Hold
4,931
– – 0.01% 236
2022
Q1 		$341K Hold
4,931
– – 0.01% 200
2021
Q4 		$452K Hold
4,931
– – 0.01% 176
2021
Q3 		$347K Hold
4,931
– – 0.01% 183
2021
Q2 		$381K Buy
4,931
+81
+2% +$5.18K 0.01% 182
2021
Q1 		$316K Hold
4,850
– – 0.01% 188
2020
Q4 		$388K Sell
4,850
-920
-16% -$69.5K 0.01% 153
2020
Q3 		$299K Hold
5,770
– – 0.01% 159
2020
Q2 		$277K Buy
+5,770
New +$174K 0.01% 157

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

Capital Advisors Inc's TTD Position: Q2 2026 in Review

Capital Advisors Inc sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 67,200 shares — an estimated $1.52M sold.

Capital Advisors Inc first reported a position in TTD in Q2 2020 and held it in 24 quarters. The position peaked at $1.52M in Q1 2026. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Capital Advisors Inc reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 67,200 Trade Desk shares in Q2 2026, an estimated $1.52M.
  • Capital Advisors Inc first reported a position in Trade Desk in Q2 2020 and held it in 24 quarters.
  • Capital Advisors Inc's Trade Desk position peaked at $1.52M in Q1 2026.
  • 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.