CAPTRUST Financial Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $422K | Sell |
18,616
-1,261
| -6% | -$36.4K | ﹤0.01% | 2146 |
|
|
2025
Q4 | $755K | Buy |
19,877
+416
| +2% | +$18.4K | ﹤0.01% | 1665 |
|
|
2025
Q3 | $954K | Buy |
19,461
+159
| +0.8% | +$10.1K | ﹤0.01% | 1457 |
|
|
2025
Q2 | $1.39M | Buy |
19,302
+1,909
| +11% | +$122K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $952K | Sell |
17,393
-5,565
| -24% | -$503K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $2.7M | Buy |
22,958
+8,554
| +59% | +$1.06M | 0.01% | 762 |
|
|
2024
Q3 | $1.58M | Buy |
14,404
+322
| +2% | +$32.1K | ﹤0.01% | 953 |
|
|
2024
Q2 | $1.38M | Buy |
14,082
+2,070
| +17% | +$187K | ﹤0.01% | 975 |
|
|
2024
Q1 | $1.05M | Sell |
12,012
-5,862
| -33% | -$444K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $1.29M | Buy |
17,874
+3,175
| +22% | +$233K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $1.15M | Buy |
14,699
+3,340
| +29% | +$270K | ﹤0.01% | 1125 |
|
|
2023
Q2 | $877K | Buy |
11,359
+1,125
| +11% | +$76.1K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $623K | Buy |
10,234
+2,835
| +38% | +$151K | ﹤0.01% | 1284 |
|
|
2022
Q4 | $332K | Buy |
7,399
+639
| +9% | +$32.4K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $404K | Sell |
6,760
-433
| -6% | -$24.6K | ﹤0.01% | 1353 |
|
|
2022
Q2 | $301K | Sell |
7,193
-2,750
| -28% | -$151K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $689K | Sell |
9,943
-3,707
| -27% | -$268K | ﹤0.01% | 999 |
|
|
2021
Q4 | $1.25M | Buy |
13,650
+2,785
| +26% | +$244K | 0.01% | 720 |
|
|
2021
Q3 | $764K | Buy |
10,865
+2,417
| +29% | +$187K | 0.01% | 860 |
|
|
2021
Q2 | $654K | Buy |
8,448
+848
| +11% | +$54.2K | 0.01% | 890 |
|
|
2021
Q1 | $495K | Buy |
7,600
+6,070
| +397% | +$469K | 0.01% | 961 |
|
|
2020
Q4 | $123K | Buy |
1,530
+130
| +9% | +$9.82K | ﹤0.01% | 1409 |
|
|
2020
Q3 | $78K | Buy |
1,400
+150
| +12% | +$6.85K | ﹤0.01% | 1452 |
|
|
2020
Q2 | $54K | Buy |
+1,250
| New | +$37.7K | ﹤0.01% | 1600 |
|
|
2019
Q4 | – | Sell |
-7,500
| Closed | -$141K | – | 1753 |
|
|
2019
Q3 | $141K | Buy |
7,500
+630
| +9% | +$15K | 0.01% | 659 |
|
|
2019
Q2 | $156K | Buy |
6,870
+5,920
| +623% | +$127K | 0.01% | 618 |
|
|
2019
Q1 | $19K | Buy |
950
+700
| +280% | +$11.5K | ﹤0.01% | 1183 |
|
|
2018
Q4 | $3K | Sell |
250
-2,100
| -89% | -$26.3K | ﹤0.01% | 1448 |
|
|
2018
Q3 | $35K | Buy |
2,350
+650
| +38% | +$7.71K | ﹤0.01% | 849 |
|
|
2018
Q2 | $16K | Buy |
1,700
+120
| +8% | +$845 | ﹤0.01% | 1029 |
|
|
2018
Q1 | $8K | Buy |
+1,580
| New | +$8.09K | ﹤0.01% | 1089 |
|
Other funds holding TTD
VCM
VPM
CAPTRUST Financial Advisors's TTD Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its Trade Desk (TTD) stake by 6.3% in Q1 2026, selling an estimated $36.4K and leaving 18,616 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.
CAPTRUST Financial Advisors first reported a position in TTD in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.7M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.
- CAPTRUST Financial Advisors held 18,616 shares of Trade Desk worth $422K as of Q1 2026.
- CAPTRUST Financial Advisors sold 1,261 Trade Desk shares in Q1 2026, an estimated $36.4K.
- Trade Desk made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2146 holding.
- CAPTRUST Financial Advisors first reported a position in Trade Desk in Q1 2018 and has held it in 31 quarters since.
- CAPTRUST Financial Advisors's Trade Desk position peaked at $2.7M in Q4 2024.
- 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.