CWM
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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
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

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

Consultiva Wealth Management's TTD Position: Q1 2026 in Review

Consultiva Wealth Management held its Trade Desk (TTD) position steady in Q1 2026 at 500 shares worth $11.3K. The position accounts for 0.03% of the portfolio, ranked #200.

Consultiva Wealth Management first reported a position in TTD in Q1 2025 and has held it in 5 quarters since. The position peaked at $36K in Q2 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Consultiva Wealth Management held 500 shares of Trade Desk worth $11.3K as of Q1 2026.
  • Consultiva Wealth Management left its Trade Desk share count unchanged in Q1 2026.
  • Trade Desk made up 0.03% of Consultiva Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Consultiva Wealth Management first reported a position in Trade Desk in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Trade Desk position peaked at $36K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.