EPW
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Elevated Private Wealth’s Trade Desk TTD Stock Holding History

Elevated Private Wealth’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 		$537K Buy
+29,701
New +$631K 0.51% 59
2025
Q4 		$998K Buy
+26,299
New +$1.17M 1.03% 46

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

Elevated Private Wealth's TTD Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Trade Desk (TTD) in Q2 2026: 29,701 shares worth $537K. The stake represents 0.51% of the portfolio and ranks #59 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in TTD as recently as Q4 2025.

Elevated Private Wealth first reported a position in TTD in Q4 2025 and has held it in 2 quarters since. The position peaked at $998K in Q4 2025. 683 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Elevated Private Wealth held 29,701 shares of Trade Desk worth $537K as of Q2 2026.
  • Trade Desk was a new Elevated Private Wealth position in Q2 2026.
  • Trade Desk made up 0.51% of Elevated Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Elevated Private Wealth first reported a position in Trade Desk in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Trade Desk position peaked at $998K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.