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Clay Northam Wealth Management’s Trade Desk TTD Stock Holding History

Clay Northam 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 		– Sell
-10,708
Closed -$406K – 109
2025
Q4 		$406K Sell
10,708
-2,896
-21% -$128K 0.23% 62
2025
Q3 		$667K Buy
13,604
+300
+2% +$19K 0.38% 43
2025
Q2 		$958K Sell
13,304
-460
-3% -$29.4K 0.61% 25
2025
Q1 		$753K Sell
13,764
-1,260
-8% -$114K 0.53% 35
2024
Q4 		$1.77M Buy
15,024
+143
+1% +$17.7K 1.14% 17
2024
Q3 		$1.63M Buy
14,881
+21
+0.1% +$2.1K 1.12% 18
2024
Q2 		$1.45M Hold
14,860
– – 1.1% 16
2024
Q1 		$1.3M Buy
14,860
+2,300
+18% +$174K 1.05% 17
2023
Q4 		$904K Buy
12,560
+850
+7% +$62.4K 0.8% 22
2023
Q3 		$915K Sell
11,710
-190
-2% -$15.4K 0.91% 19
2023
Q2 		$919K Hold
11,900
– – 0.87% 21
2023
Q1 		$725K Hold
11,900
– – 0.75% 23
2022
Q4 		$533K Sell
11,900
-40
-0.3% -$2.03K 0.61% 29
2022
Q3 		$713K Sell
11,940
-570
-5% -$32.4K 0.89% 23
2022
Q2 		$524K Buy
12,510
+150
+1% +$8.21K 0.65% 32
2022
Q1 		$856K Buy
12,360
+1,240
+11% +$89.6K 0.87% 25
2021
Q4 		$1.02M Buy
+11,120
New +$974K 0.96% 25

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clay Northam Wealth Management's TTD Position: Q1 2026 in Review

Clay Northam Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 10,708 shares — an estimated $406K sold.

Clay Northam Wealth Management first reported a position in TTD in Q4 2021 and held it in 17 quarters. The position peaked at $1.77M in Q4 2024. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Clay Northam Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Clay Northam Wealth Management sold 10,708 Trade Desk shares in Q1 2026, an estimated $406K.
  • Clay Northam Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 17 quarters.
  • Clay Northam Wealth Management's Trade Desk position peaked at $1.77M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.