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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
Q2 		$196K Sell
10,856
-3,247
-23% -$69K ﹤0.01% 1953
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Concurrent Investment Advisors's TTD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Trade Desk (TTD) stake by 23% in Q2 2026, selling an estimated $69K and leaving 10,856 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Concurrent Investment Advisors first reported a position in TTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Concurrent Investment Advisors held 10,856 shares of Trade Desk worth $196K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,247 Trade Desk shares in Q2 2026, an estimated $69K.
  • Trade Desk made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1953 holding.
  • Concurrent Investment Advisors first reported a position in Trade Desk in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Trade Desk position peaked at $1.15M in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.