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Concurrent Investment Advisors’s Trade Desk TTD Stock Holding History

Concurrent Investment 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 		$320K Buy
14,103
+3,704
+36% +$107K ﹤0.01% 1460
2025
Q4 		$395K Sell
10,399
-3,043
-23% -$135K ﹤0.01% 1250
2025
Q3 		$659K Buy
13,442
+3,109
+30% +$197K 0.01% 798
2025
Q2 		$744K Sell
10,333
-174
-2% -$11.1K 0.01% 694
2025
Q1 		$575K Buy
10,507
+688
+7% +$62.2K 0.01% 708
2024
Q4 		$1.15M Buy
9,819
+597
+6% +$73.9K 0.03% 456
2024
Q3 		$1.01M Buy
9,222
+434
+5% +$43.3K 0.03% 460
2024
Q2 		$858K Buy
8,788
+3,630
+70% +$328K 0.03% 467
2024
Q1 		$451K Sell
5,158
-623
-11% -$47.2K 0.02% 576
2023
Q4 		$416K Buy
+5,781
New +$425K 0.02% 540

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

Concurrent Investment Advisors's TTD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Trade Desk (TTD) stake by 36% in Q1 2026, buying an estimated $107K and bringing the position to 14,103 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Concurrent Investment Advisors first reported a position in TTD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2024. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Concurrent Investment Advisors held 14,103 shares of Trade Desk worth $320K as of Q1 2026.
  • Concurrent Investment Advisors bought 3,704 Trade Desk shares in Q1 2026, an estimated $107K.
  • Trade Desk made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1460 holding.
  • Concurrent Investment Advisors first reported a position in Trade Desk in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Trade Desk position peaked at $1.15M in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.