EWP
TTD icon

Elevation Wealth Partners’s Trade Desk TTD Stock Holding History

Elevation Wealth Partners’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
Q3 		$11.4K Buy
938
+682
+266% +$10.7K ﹤0.01% 848
2026
Q2 		$4.63K Sell
256
-443
-63% -$9.41K ﹤0.01% 1036
2026
Q1 		$15.9K Sell
699
-21
-3% -$606 0.01% 428
2025
Q4 		$27.3K Buy
720
+691
+2,383% +$30.6K 0.01% 314
2025
Q3 		$1.42K Buy
+29
New +$1.84K ﹤0.01% 703

Other funds holding TTD

AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's TTD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Trade Desk (TTD) stake by 266% in Q3 2026, buying an estimated $10.7K and bringing the position to 938 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Elevation Wealth Partners first reported a position in TTD in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.3K in Q4 2025. 18 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Elevation Wealth Partners held 938 shares of Trade Desk worth $11.4K as of Q3 2026.
  • Elevation Wealth Partners bought 682 Trade Desk shares in Q3 2026, an estimated $10.7K.
  • Trade Desk made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #848 holding.
  • Elevation Wealth Partners first reported a position in Trade Desk in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Trade Desk position peaked at $27.3K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.