Capital Analysts LLC’s Trade Desk TTD Stock Holding History

Capital Analysts 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 Q1	$1K	Hold	30	–	–	﹤0.01%	1528
2025 Q4	$1K	Hold	30	–	–	﹤0.01%	1463
2025 Q3	$1K	Hold	30	–	–	﹤0.01%	1422
2025 Q2	$2K	Hold	30	–	–	﹤0.01%	1328
2025 Q1	$2K	Hold	30	–	–	﹤0.01%	1317
2024 Q4	$4K	Hold	30	–	–	﹤0.01%	1185
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	1196
2024 Q2	$3K	Hold	30	–	–	﹤0.01%	1092
2024 Q1	$3K	Hold	30	–	–	﹤0.01%	1037
2023 Q4	$2K	Hold	30	–	–	﹤0.01%	1038
2023 Q3	$2K	Hold	30	–	–	﹤0.01%	1065
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	961
2023 Q1	$2K	Hold	30	–	–	﹤0.01%	930
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	1048
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	1022
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	999
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	884
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	942
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	938
2021 Q2	$2K	Sell	30 -290	-91%	-$18.5K	﹤0.01%	894
2021 Q1	$21K	Buy	320 +230	+256%	+$17.8K	﹤0.01%	712
2020 Q4	$7K	Hold	90	–	–	﹤0.01%	606
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	654
2020 Q2	$4K	Hold	90	–	–	﹤0.01%	630
2020 Q1	$2K	Buy	+90	New	+$2.33K	﹤0.01%	640
2018 Q3	–	Sell	-500	Closed	-$5K	–	605
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	514
2018 Q1	$2K	Buy	+500	New	+$2.56K	﹤0.01%	534

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Analysts LLC's TTD Position: Q1 2026 in Review

Capital Analysts LLC held its Trade Desk (TTD) position steady in Q1 2026 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Capital Analysts LLC first reported a position in TTD in Q1 2018 and has held it in 27 quarters since. The position peaked at $21K in Q1 2021. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Capital Analysts LLC held 30 shares of Trade Desk worth $1K as of Q1 2026.
Capital Analysts LLC left its Trade Desk share count unchanged in Q1 2026.
Trade Desk made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1528 holding.
Capital Analysts LLC first reported a position in Trade Desk in Q1 2018 and has held it in 27 quarters since.
Capital Analysts LLC's Trade Desk position peaked at $21K in Q1 2021.
772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.