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
2020 Q4	–	Sell	-5,000	Closed	-$3K	–	2464
2020 Q3	$3K	Buy	5,000 +1,000	+25%	+$45.7K	﹤0.01%	2079
2020 Q2	$5K	Hold	4,000	–	–	﹤0.01%	1916
2020 Q1	$25K	Buy	+4,000	New	+$104K	﹤0.01%	1707
2019 Q4	–	Sell	-5,000	Closed	-$22K	–	2111
2019 Q3	$22K	Buy	5,000 +1,000	+25%	+$23.8K	﹤0.01%	1853
2019 Q2	$6K	Sell	4,000 -6,000	-60%	-$129K	﹤0.01%	1954
2019 Q1	$5K	Buy	+10,000	New	+$164K	﹤0.01%	1911

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T 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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Creative Planning's TTD Position: Q1 2026 in Review

Creative Planning increased its Trade Desk (TTD) stake by 122% in Q1 2026, buying an estimated $4.33M and bringing the position to 273,100 shares worth $6.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Creative Planning first reported a position in TTD in Q2 2018 and has held it in 32 quarters since. The position peaked at $15.7M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Creative Planning held 273,100 shares of Trade Desk worth $6.2M as of Q1 2026.
Creative Planning bought 150,040 Trade Desk shares in Q1 2026, an estimated $4.33M.
Trade Desk made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1026 holding.
Creative Planning first reported a position in Trade Desk in Q2 2018 and has held it in 32 quarters since.
Creative Planning's Trade Desk position peaked at $15.7M in Q4 2024.
772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.