CPG
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Cornerstone Planning Group’s Trade Desk TTD Stock Holding History

Cornerstone Planning Group’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 		$1.99K Buy
113
+52
+85% +$1.1K ﹤0.01% 1328
2026
Q1 		$1.5K Sell
61
-5
-8% -$144 ﹤0.01% 1358
2025
Q4 		$2.1K Buy
66
+51
+340% +$2.26K ﹤0.01% 1186
2025
Q3 		$19 Sell
15
-316
-95% -$20.1K ﹤0.01% 1678
2025
Q2 		$29K Buy
331
+72
+28% +$4.6K 0.01% 346
2025
Q1 		$13K Buy
259
+185
+250% +$16.7K ﹤0.01% 502
2024
Q4 		$8.81K Buy
74
+8
+12% +$990 ﹤0.01% 455
2024
Q3 		$8.03K Buy
66
+1
+2% +$100 ﹤0.01% 465
2024
Q2 		$5.41K Buy
65
+9
+16% +$812 ﹤0.01% 559
2024
Q1 		$4.96K Buy
56
+10
+22% +$758 ﹤0.01% 516
2023
Q4 		$3.31K Sell
46
-12
-21% -$882 ﹤0.01% 573
2023
Q3 		$4.53K Buy
+58
New +$4.69K ﹤0.01% 543

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Cornerstone Planning Group's TTD Position: Q2 2026 in Review

Cornerstone Planning Group increased its Trade Desk (TTD) stake by 85% in Q2 2026, buying an estimated $1.1K and bringing the position to 113 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Cornerstone Planning Group first reported a position in TTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $29K in Q2 2025. 367 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Cornerstone Planning Group held 113 shares of Trade Desk worth $1.99K as of Q2 2026.
  • Cornerstone Planning Group bought 52 Trade Desk shares in Q2 2026, an estimated $1.1K.
  • Trade Desk made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1328 holding.
  • Cornerstone Planning Group first reported a position in Trade Desk in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Trade Desk position peaked at $29K in Q2 2025.
  • 367 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.