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Cypress Point Wealth Management’s Trade Desk TTD Stock Holding History

Cypress Point Wealth 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 		– Sell
-9,714
Closed -$220K – 160
2026
Q1 		$220K Buy
9,714
+714
+8% +$20.6K 0.05% 112
2025
Q4 		$342K Buy
+9,000
New +$399K 0.07% 75

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cypress Point Wealth Management's TTD Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 9,714 shares — an estimated $220K sold.

Cypress Point Wealth Management first reported a position in TTD in Q4 2025 and held it in 2 quarters. The position peaked at $342K in Q4 2025. 234 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Cypress Point Wealth Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Cypress Point Wealth Management sold 9,714 Trade Desk shares in Q2 2026, an estimated $220K.
  • Cypress Point Wealth Management first reported a position in Trade Desk in Q4 2025 and held it in 2 quarters.
  • Cypress Point Wealth Management's Trade Desk position peaked at $342K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.