Concord Wealth Partners’s Trade Desk TTD Stock Holding History

Concord Wealth Partners’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 Q2	$398	Buy	+22	New	+$467	﹤0.01%	825
2026 Q1	–	Sell	-21	Closed	-$797	–	737
2025 Q4	$797	Hold	21	–	–	﹤0.01%	735
2025 Q3	$1.03K	Hold	21	–	–	﹤0.01%	738
2025 Q2	$1.51K	Buy	21 +1	+5%	+$64	﹤0.01%	743
2025 Q1	$1.09K	Hold	20	–	–	﹤0.01%	725
2024 Q4	$2.35K	Hold	20	–	–	﹤0.01%	696
2024 Q3	$2.19K	Hold	20	–	–	﹤0.01%	732
2024 Q2	$1.95K	Hold	20	–	–	﹤0.01%	669
2024 Q1	$1.75K	Sell	20 -21	-51%	-$1.59K	﹤0.01%	764
2023 Q4	$2.95K	Hold	41	–	–	﹤0.01%	681
2023 Q3	$3.2K	Hold	41	–	–	﹤0.01%	792
2023 Q2	$3.17K	Hold	41	–	–	﹤0.01%	800
2023 Q1	$2.5K	Hold	41	–	–	﹤0.01%	780
2022 Q4	$1.84K	Buy	+41	New	+$2.08K	﹤0.01%	953
2022 Q3	–	Sell	-20	Closed	-$1K	–	1070
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1202
2022 Q1	$1K	Buy	+20	New	+$1.45K	﹤0.01%	1255
2021 Q1	–	Sell	-250	Closed	-$20K	–	1061
2020 Q4	$20K	Buy	+250	New	+$18.9K	0.02%	311

Other funds holding TTD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Concord Wealth Partners's TTD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Trade Desk (TTD) in Q2 2026: 22 shares worth $398. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TTD as recently as Q4 2025.

Concord Wealth Partners first reported a position in TTD in Q4 2020 and has held it in 17 quarters since. The position peaked at $20K in Q4 2020. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Concord Wealth Partners held 22 shares of Trade Desk worth $398 as of Q2 2026.
Trade Desk was a new Concord Wealth Partners position in Q2 2026.
Trade Desk made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #825 holding.
Concord Wealth Partners first reported a position in Trade Desk in Q4 2020 and has held it in 17 quarters since.
Concord Wealth Partners's Trade Desk position peaked at $20K in Q4 2020.
684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.