CIAS
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CBIZ Investment Advisory Services’s Trade Desk TTD Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-43
Closed -$1.63K – 713
2025
Q4 		$1.63K Sell
43
-53
-55% -$2.35K ﹤0.01% 671
2025
Q3 		$4.71K Buy
96
+24
+33% +$1.52K ﹤0.01% 452
2025
Q2 		$5.18K Buy
72
+45
+167% +$2.87K ﹤0.01% 424
2025
Q1 		$1.48K Sell
27
-8
-23% -$724 ﹤0.01% 505
2024
Q4 		$4.11K Hold
35
– – ﹤0.01% 330
2024
Q3 		$3.84K Hold
35
– – ﹤0.01% 311
2024
Q2 		$3.42K Buy
+35
New +$3.16K ﹤0.01% 312

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CBIZ Investment Advisory Services's TTD Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 43 shares — an estimated $1.63K sold.

CBIZ Investment Advisory Services first reported a position in TTD in Q2 2024 and held it in 7 quarters. The position peaked at $5.18K in Q2 2025. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 43 Trade Desk shares in Q1 2026, an estimated $1.63K.
  • CBIZ Investment Advisory Services first reported a position in Trade Desk in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Trade Desk position peaked at $5.18K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.