Creative Planning’s Trade Desk TTD Stock Holding History

Creative Planning’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
2021 Q4	–	Sell	-2,000	Closed	-$31K	–	2218
2021 Q3	$31K	Buy	+2,000	New	+$155K	﹤0.01%	2028
2021 Q2	–	Sell	-2,000	Closed	-$58K	–	2564
2021 Q1	$58K	Hold	2,000	–	–	﹤0.01%	2336
2020 Q4	$89K	Buy	+2,000	New	+$151K	﹤0.01%	2044
2020 Q3	–	Sell	-3,000	Closed	-$3K	–	2267
2020 Q2	$3K	Buy	+3,000	New	+$90.4K	﹤0.01%	1939

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Creative Planning's TTD Position: Q2 2026 in Review

Creative Planning increased its Trade Desk (TTD) stake by 6.1% in Q2 2026, buying an estimated $356K and bringing the position to 289,886 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Creative Planning first reported a position in TTD in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.7M in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Creative Planning held 289,886 shares of Trade Desk worth $5.24M as of Q2 2026.
Creative Planning bought 16,786 Trade Desk shares in Q2 2026, an estimated $356K.
Trade Desk made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1374 holding.
Creative Planning first reported a position in Trade Desk in Q2 2018 and has held it in 33 quarters since.
Creative Planning's Trade Desk position peaked at $15.7M in Q4 2024.
684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.