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Cassaday & Co Wealth Management’s Trade Desk TTD Stock Holding History

Cassaday & Co Wealth Management’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 		$68.5K Buy
3,788
+8
+0.2% +$170 ﹤0.01% 563
2026
Q1 		$85.8K Buy
+3,780
New +$109K ﹤0.01% 494
2025
Q1 		– Sell
-2,253
Closed -$265K – 338
2024
Q4 		$265K Sell
2,253
-64
-3% -$7.92K 0.01% 270
2024
Q3 		$254K Sell
2,317
-361
-13% -$36K 0.01% 271
2024
Q2 		$262K Buy
+2,678
New +$242K 0.01% 247

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

Cassaday & Co Wealth Management's TTD Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Trade Desk (TTD) stake by 0.21% in Q2 2026, buying an estimated $170 and bringing the position to 3,788 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Cassaday & Co Wealth Management first reported a position in TTD in Q2 2024 and has held it in 5 quarters since. The position peaked at $265K in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,788 shares of Trade Desk worth $68.5K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 8 Trade Desk shares in Q2 2026, an estimated $170.
  • Trade Desk made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Cassaday & Co Wealth Management first reported a position in Trade Desk in Q2 2024 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Trade Desk position peaked at $265K in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.