Corient Private Wealth
TTD icon

Corient Private Wealth’s Trade Desk TTD Stock Holding History

Corient Private Wealth’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 		$2.57M Buy
116,216
+11,013
+10% +$318K ﹤0.01% 1129
2025
Q4 		$3.09M Buy
105,203
+67,039
+176% +$2.97M ﹤0.01% 1289
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $121B 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 $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return