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Dogwood Wealth Management’s Trade Desk TTD Stock Holding History

Dogwood 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 		$2.39K Hold
132
– – ﹤0.01% 638
2026
Q1 		$3K Hold
132
– – ﹤0.01% 578
2025
Q4 		$5.01K Sell
132
-22
-14% -$975 ﹤0.01% 418
2025
Q3 		$7.55K Sell
154
-63
-29% -$4K ﹤0.01% 319
2025
Q2 		$16.1K Buy
217
+79
+57% +$5.04K 0.01% 201
2025
Q1 		$7.55K Buy
138
+6
+5% +$543 ﹤0.01% 211
2024
Q4 		$15.5K Sell
132
-42
-24% -$5.2K 0.01% 166
2024
Q3 		$19.1K Hold
174
– – 0.01% 143
2024
Q2 		$17K Hold
174
– – 0.01% 147
2024
Q1 		$15.2K Hold
174
– – 0.01% 168
2023
Q4 		$12.5K Buy
+174
New +$12.8K 0.01% 159

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Dogwood Wealth Management's TTD Position: Q2 2026 in Review

Dogwood Wealth Management held its Trade Desk (TTD) position steady in Q2 2026 at 132 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Dogwood Wealth Management first reported a position in TTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.1K in Q3 2024. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Dogwood Wealth Management held 132 shares of Trade Desk worth $2.39K as of Q2 2026.
  • Dogwood Wealth Management left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #638 holding.
  • Dogwood Wealth Management first reported a position in Trade Desk in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Trade Desk position peaked at $19.1K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.