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CMH Wealth Management’s Trade Desk TTD Stock Holding History

CMH 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
-82,067
Closed -$3.12M – 118
2025
Q4 		$3.12M Sell
82,067
-53,173
-39% -$2.36M 0.67% 45
2025
Q3 		$6.63M Buy
135,240
+4,801
+4% +$305K 1.41% 35
2025
Q2 		$9.39M Sell
130,439
-73,209
-36% -$4.67M 2.19% 18
2025
Q1 		$11.1M Buy
203,648
+147,247
+261% +$13.3M 2.79% 10
2024
Q4 		$6.63M Sell
56,401
-13,860
-20% -$1.71M 1.52% 31
2024
Q3 		$7.7M Sell
70,261
-3,437
-5% -$343K 1.81% 22
2024
Q2 		$7.2M Sell
73,698
-892
-1% -$80.5K 1.77% 25
2024
Q1 		$6.52M Sell
74,590
-4,693
-6% -$356K 1.66% 29
2023
Q4 		$5.71M Sell
79,283
-5,411
-6% -$398K 1.38% 32
2023
Q3 		$6.62M Sell
84,694
-1,506
-2% -$122K 1.85% 24
2023
Q2 		$6.66M Sell
86,200
-40,742
-32% -$2.76M 1.79% 23
2023
Q1 		$7.73M Buy
126,942
+3,124
+3% +$166K 2.23% 17
2022
Q4 		$5.55M Buy
123,818
+4,754
+4% +$241K 1.78% 22
2022
Q3 		$7.11M Sell
119,064
-97,436
-45% -$5.54M 2.61% 10
2022
Q2 		$9.07M Buy
216,500
+136,619
+171% +$7.48M 3.28% 9
2022
Q1 		$5.53M Sell
79,881
-10,070
-11% -$727K 1.7% 19
2021
Q4 		$8.24M Sell
89,951
-42,316
-32% -$3.71M 2.49% 11
2021
Q3 		$9.3M Buy
132,267
+1,769
+1% +$137K 3.05% 8
2021
Q2 		$10.1M Buy
130,498
+13,868
+12% +$886K 3.37% 8
2021
Q1 		$7.6M Buy
116,630
+8,800
+8% +$680K 2.86% 9
2020
Q4 		$8.64M Sell
107,830
-8,630
-7% -$652K 3.16% 8
2020
Q3 		$6.04M Buy
116,460
+4,320
+4% +$197K 2.59% 11
2020
Q2 		$4.56M Sell
112,140
-11,540
-9% -$348K 2.18% 13
2020
Q1 		$2.39M Buy
+123,680
New +$3.2M 1.39% 33

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

CMH Wealth Management's TTD Position: Q1 2026 in Review

CMH Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 82,067 shares — an estimated $3.12M sold.

CMH Wealth Management first reported a position in TTD in Q1 2020 and held it in 24 quarters. The position peaked at $11.1M in Q1 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • CMH Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • CMH Wealth Management sold 82,067 Trade Desk shares in Q1 2026, an estimated $3.12M.
  • CMH Wealth Management first reported a position in Trade Desk in Q1 2020 and held it in 24 quarters.
  • CMH Wealth Management's Trade Desk position peaked at $11.1M in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

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