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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
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

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

Cassaday & Co Wealth Management's TTD Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Trade Desk (TTD) in Q1 2026: 3,780 shares worth $85.8K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in TTD as recently as Q4 2024.

Cassaday & Co Wealth Management first reported a position in TTD in Q2 2024 and has held it in 4 quarters since. The position peaked at $265K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,780 shares of Trade Desk worth $85.8K as of Q1 2026.
  • Trade Desk was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Trade Desk made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #494 holding.
  • Cassaday & Co Wealth Management first reported a position in Trade Desk in Q2 2024 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Trade Desk position peaked at $265K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.