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Consultiva Wealth Management’s Trade Desk TTD Stock Holding History

Consultiva 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
Q2 		$9.04K Hold
500
– – 0.02% 227
2026
Q1 		$11.3K Hold
500
– – 0.03% 200
2025
Q4 		$19K Hold
500
– – 0.05% 162
2025
Q3 		$24.5K Hold
500
– – 0.07% 139
2025
Q2 		$36K Hold
500
– – 0.11% 109
2025
Q1 		$27.4K Buy
+500
New +$45.2K 0.09% 128

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Consultiva Wealth Management's TTD Position: Q2 2026 in Review

Consultiva Wealth Management held its Trade Desk (TTD) position steady in Q2 2026 at 500 shares worth $9.04K. The position accounts for 0.02% of the portfolio, ranked #227.

Consultiva Wealth Management first reported a position in TTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $36K in Q2 2025. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Consultiva Wealth Management held 500 shares of Trade Desk worth $9.04K as of Q2 2026.
  • Consultiva Wealth Management left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up 0.02% of Consultiva Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Consultiva Wealth Management first reported a position in Trade Desk in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Trade Desk position peaked at $36K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.