Corient Private Wealth’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Sell
69,810
-46,406
-40% -$985K ﹤0.01% 1669
2026
Q1
$2.57M Buy
116,216
+75,411
+185% +$2.18M ﹤0.01% 1129
2025
Q4
$1.55M Buy
40,805
+2,641
+7% +$117K ﹤0.01% 1277
2025
Q3
$1.87M Buy
38,164
+10,158
+36% +$645K ﹤0.01% 1090
2025
Q2
$2.02M Sell
28,006
-3,741
-12% -$239K ﹤0.01% 1039
2025
Q1
$1.74M Sell
31,747
-79
-0.2% -$7.15K ﹤0.01% 1021
2024
Q4
$3.74M Sell
31,826
-336
-1% -$41.6K 0.01% 782
2024
Q3
$3.53M Buy
32,162
+4,712
+17% +$470K 0.01% 865
2024
Q2
$2.68M Sell
27,450
-1,211
-4% -$109K ﹤0.01% 905
2024
Q1
$2.51M Buy
28,661
+5,628
+24% +$426K ﹤0.01% 928
2023
Q4
$1.66M Sell
23,033
-1,476
-6% -$108K ﹤0.01% 1092
2023
Q3
$1.92M Buy
24,509
+1,492
+6% +$121K ﹤0.01% 935
2023
Q2
$1.78M Buy
23,017
+592
+3% +$40.1K ﹤0.01% 940
2023
Q1
$1.37M Buy
22,425
+1,035
+5% +$55.1K ﹤0.01% 973
2022
Q4
$938K Buy
+21,390
New +$1.08M ﹤0.01% 938

Other funds holding TTD

Corient Private Wealth's TTD Position: Q2 2026 in Review

Corient Private Wealth reduced its Trade Desk (TTD) stake by 40% in Q2 2026, selling an estimated $985K and leaving 69,810 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Corient Private Wealth first reported a position in TTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.74M in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Corient Private Wealth held 69,810 shares of Trade Desk worth $1.26M as of Q2 2026.
  • Corient Private Wealth sold 46,406 Trade Desk shares in Q2 2026, an estimated $985K.
  • Trade Desk made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1669 holding.
  • Corient Private Wealth first reported a position in Trade Desk in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Trade Desk position peaked at $3.74M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.