Costello Asset Management’s Trade Desk TTD Stock Holding History

Costello Asset 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	$5.42K	Hold	300	–	–	﹤0.01%	581
2026 Q1	$6.81K	Hold	300	–	–	﹤0.01%	521
2025 Q4	$11.4K	Hold	300	–	–	﹤0.01%	447
2025 Q3	$14.7K	Hold	300	–	–	﹤0.01%	419
2025 Q2	$21.6K	Hold	300	–	–	0.01%	356
2025 Q1	$16.4K	Buy	+300	New	+$27.1K	0.01%	381

Other funds holding TTD

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Costello Asset Management's TTD Position: Q2 2026 in Review

Costello Asset Management held its Trade Desk (TTD) position steady in Q2 2026 at 300 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Costello Asset Management first reported a position in TTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.6K in Q2 2025. 319 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Costello Asset Management held 300 shares of Trade Desk worth $5.42K as of Q2 2026.
Costello Asset Management left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #581 holding.
Costello Asset Management first reported a position in Trade Desk in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Trade Desk position peaked at $21.6K in Q2 2025.
319 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.