Coastal Bridge Advisors’s Trade Desk TTD Stock Holding History

Coastal Bridge Advisors’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	-5,621	Closed	-$213K	–	479
2025 Q4	$213K	Buy	+5,621	New	+$249K	0.02%	427
2025 Q1	–	Sell	-2,498	Closed	-$294K	–	425
2024 Q4	$294K	Hold	2,498	–	–	0.07%	118
2024 Q3	$274K	Hold	2,498	–	–	0.07%	128
2024 Q2	$244K	Hold	2,498	–	–	0.06%	135
2024 Q1	$218K	Buy	+2,498	New	+$189K	0.05%	147
2023 Q4	–	Sell	-3,000	Closed	-$234K	–	184
2023 Q3	$234K	Hold	3,000	–	–	0.06%	128
2023 Q2	$232K	Buy	+3,000	New	+$203K	0.06%	132
2022 Q2	–	Sell	-3,000	Closed	-$208K	–	186
2022 Q1	$208K	Sell	3,000 -300	-9%	-$21.7K	0.05%	149
2021 Q4	$515K	Buy	3,300 +300	+10%	+$26.3K	0.11%	105
2021 Q3	$211K	Hold	3,000	–	–	0.05%	129
2021 Q2	$232K	Buy	+3,000	New	+$192K	0.05%	125
2021 Q1	–	Sell	-3,000	Closed	-$240K	–	154
2020 Q4	$240K	Buy	+3,000	New	+$227K	0.05%	114

Other funds holding TTD

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Coastal Bridge Advisors's TTD Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,621 shares — an estimated $213K sold.

Coastal Bridge Advisors first reported a position in TTD in Q4 2020 and held it in 12 quarters. The position peaked at $515K in Q4 2021. 777 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Coastal Bridge Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 5,621 Trade Desk shares in Q1 2026, an estimated $213K.
Coastal Bridge Advisors first reported a position in Trade Desk in Q4 2020 and held it in 12 quarters.
Coastal Bridge Advisors's Trade Desk position peaked at $515K in Q4 2021.
777 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.