Envestnet Portfolio Solutions’s Trade Desk TTD Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-11,994	Closed	-$455K	–	1506
2025 Q4	$455K	Sell	11,994 -103,385	-90%	-$4.58M	﹤0.01%	1101
2025 Q3	$5.65M	Sell	115,379 -14,942	-11%	-$948K	0.02%	329
2025 Q2	$9.38M	Buy	130,321 +22,398	+21%	+$1.43M	0.03%	235
2025 Q1	$5.91M	Buy	107,923 +20,145	+23%	+$1.82M	0.02%	321
2024 Q4	$10.3M	Sell	87,778 -113	-0.1%	-$14K	0.03%	242
2024 Q3	$9.64M	Sell	87,891 -6,093	-6%	-$608K	0.03%	251
2024 Q2	$9.18M	Buy	93,984 +5,148	+6%	+$464K	0.03%	248
2024 Q1	$7.77M	Buy	88,836 +33,049	+59%	+$2.5M	0.03%	280
2023 Q4	$4.01M	Sell	55,787 -7,143	-11%	-$525K	0.02%	392
2023 Q3	$4.92M	Buy	+62,930	New	+$5.09M	0.02%	308

Other funds holding TTD

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Envestnet Portfolio Solutions's TTD Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 11,994 shares — an estimated $455K sold.

Envestnet Portfolio Solutions first reported a position in TTD in Q3 2023 and held it in 10 quarters. The position peaked at $10.3M in Q4 2024. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,994 Trade Desk shares in Q1 2026, an estimated $455K.
Envestnet Portfolio Solutions first reported a position in Trade Desk in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Trade Desk position peaked at $10.3M in Q4 2024.
778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.