Carson Wealth (CWM LLC)
TTD icon

Carson Wealth (CWM LLC)’s Trade Desk TTD Stock Holding History

Carson Wealth (CWM 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 		$1.79M Sell
79,074
-2,258
-3% -$65.2K ﹤0.01% 1249
2025
Q4 		$3.09M Buy
81,332
+62,537
+333% +$2.77M 0.01% 977
2025
Q3 		$921K Buy
18,795
+958
+5% +$60.8K ﹤0.01% 1461
2025
Q2 		$1.28M Buy
17,837
+2,096
+13% +$134K ﹤0.01% 1134
2025
Q1 		$861K Sell
15,741
-3,956
-20% -$358K ﹤0.01% 1217
2024
Q4 		$2.31M Buy
19,697
+149
+0.8% +$18.4K 0.01% 729
2024
Q3 		$2.14M Sell
19,548
-210
-1% -$21K 0.01% 674
2024
Q2 		$1.93M Buy
19,758
+959
+5% +$86.5K 0.01% 654
2024
Q1 		$1.64M Buy
18,799
+1,588
+9% +$120K 0.01% 677
2023
Q4 		$1.24M Buy
17,211
+4,169
+32% +$306K 0.01% 719
2023
Q3 		$1.02M Buy
13,042
+1,017
+8% +$82.2K 0.01% 747
2023
Q2 		$929K Buy
12,025
+1,010
+9% +$68.3K 0.01% 741
2023
Q1 		$671K Buy
11,015
+1,417
+15% +$75.4K ﹤0.01% 793
2022
Q4 		$430K Buy
9,598
+3
+0% +$152 ﹤0.01% 860
2022
Q3 		$573K Buy
9,595
+1,347
+16% +$76.7K ﹤0.01% 710
2022
Q2 		$345K Buy
8,248
+1,530
+23% +$83.8K ﹤0.01% 845
2022
Q1 		$465K Buy
6,718
+884
+15% +$63.8K ﹤0.01% 753
2021
Q4 		$535K Buy
+5,834
New +$511K ﹤0.01% 710
2021
Q2 		$691K Sell
8,931
-80,379
-90% -$5.14M 0.01% 625
2021
Q1 		$691K Hold
89,310
– – 0.01% 625
2020
Q4 		$691K Hold
89,310
– – 0.01% 625
2020
Q3 		$691K Hold
89,310
– – 0.01% 625
2020
Q2 		$691K Hold
89,310
– – 0.01% 625
2020
Q1 		$691K Hold
89,310
– – 0.01% 625
2019
Q4 		$691K Hold
89,310
– – 0.01% 625
2019
Q3 		$691K Hold
89,310
– – 0.01% 625
2019
Q2 		$691K Hold
89,310
– – 0.01% 625
2019
Q1 		$691K Buy
+89,310
New +$1.46M 0.01% 625

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

Carson Wealth (CWM LLC)'s TTD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Trade Desk (TTD) stake by 2.8% in Q1 2026, selling an estimated $65.2K and leaving 79,074 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Carson Wealth (CWM LLC) first reported a position in TTD in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.09M in Q4 2025. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79,074 shares of Trade Desk worth $1.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,258 Trade Desk shares in Q1 2026, an estimated $65.2K.
  • Trade Desk made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1249 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trade Desk in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Trade Desk position peaked at $3.09M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.