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Crestwood Advisors Group’s Trade Desk TTD Stock Holding History

Crestwood Advisors 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 		$2.62M Sell
144,690
-27,787
-16% -$590K 0.04% 215
2026
Q1 		$3.91M Buy
172,477
+5,268
+3% +$152K 0.07% 166
2025
Q4 		$6.35M Buy
167,209
+95,609
+134% +$4.24M 0.11% 123
2025
Q3 		$3.51M Sell
71,600
-3,568
-5% -$226K 0.06% 164
2025
Q2 		$5.41M Sell
75,168
-1,168
-2% -$74.6K 0.1% 128
2025
Q1 		$4.18M Sell
76,336
-405
-0.5% -$36.6K 0.08% 141
2024
Q4 		$9.02M Sell
76,741
-380
-0.5% -$47K 0.17% 101
2024
Q3 		$8.46M Sell
77,121
-2,787
-3% -$278K 0.16% 105
2024
Q2 		$7.8M Sell
79,908
-7,109
-8% -$641K 0.16% 101
2024
Q1 		$7.61M Sell
87,017
-11,093
-11% -$841K 0.17% 103
2023
Q4 		$7.06M Sell
98,110
-9,423
-9% -$692K 0.16% 101
2023
Q3 		$8.4M Sell
107,533
-4,378
-4% -$354K 0.22% 86
2023
Q2 		$8.64M Sell
111,911
-89,343
-44% -$6.05M 0.27% 66
2023
Q1 		$12.3M Sell
201,254
-11,425
-5% -$608K 0.41% 65
2022
Q4 		$9.53M Sell
212,679
-42
-0% -$2.13K 0.32% 73
2022
Q3 		$12.7M Sell
212,721
-100,830
-32% -$5.74M 0.45% 64
2022
Q2 		$13.1M Buy
313,551
+99,450
+46% +$5.45M 0.44% 64
2022
Q1 		$14.8M Sell
214,101
-814
-0.4% -$58.8K 0.42% 65
2021
Q4 		$19.7M Sell
214,915
-103,880
-33% -$9.1M 0.51% 57
2021
Q3 		$22.4M Sell
318,795
-4,515
-1% -$349K 0.63% 56
2021
Q2 		$25M Buy
323,310
+640
+0.2% +$40.9K 0.72% 49
2021
Q1 		$21M Sell
322,670
-2,820
-0.9% -$218K 0.66% 53
2020
Q4 		$26.1M Sell
325,490
-55,140
-14% -$4.16M 0.86% 49
2020
Q3 		$19.7M Sell
380,630
-239,660
-39% -$10.9M 0.74% 52
2020
Q2 		$25.2M Buy
620,290
+7,610
+1% +$229K 1.01% 40
2020
Q1 		$11.8M Sell
612,680
-22,440
-4% -$581K 0.59% 57
2019
Q4 		$16.5M Sell
635,120
-890
-0.1% -$20K 0.65% 54
2019
Q3 		$11.9M Sell
636,010
-233,650
-27% -$5.56M 0.52% 58
2019
Q2 		$19.8M Buy
+869,660
New +$18.7M 0.9% 45

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Crestwood Advisors Group's TTD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Trade Desk (TTD) stake by 16% in Q2 2026, selling an estimated $590K and leaving 144,690 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #215.

Crestwood Advisors Group first reported a position in TTD in Q2 2019 and has held it in 29 quarters since. The position peaked at $26.1M in Q4 2020. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Crestwood Advisors Group held 144,690 shares of Trade Desk worth $2.62M as of Q2 2026.
  • Crestwood Advisors Group sold 27,787 Trade Desk shares in Q2 2026, an estimated $590K.
  • Trade Desk made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #215 holding.
  • Crestwood Advisors Group first reported a position in Trade Desk in Q2 2019 and has held it in 29 quarters since.
  • Crestwood Advisors Group's Trade Desk position peaked at $26.1M in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.