EW
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Enzi Wealth’s Trade Desk TTD Stock Holding History

Enzi 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
Q1 		– Sell
-6,258
Closed -$232K – 74
2025
Q4 		$232K Hold
6,258
– – 0.08% 68
2025
Q3 		$312K Hold
6,258
– – 0.11% 51
2025
Q2 		$472K Sell
6,258
-8
-0.1% -$511 0.17% 41
2025
Q1 		$334K Sell
6,266
-2,592
-29% -$235K 0.14% 47
2024
Q4 		$1.07M Sell
8,858
-367
-4% -$45.4K 0.41% 25
2024
Q3 		$1.09M Sell
9,225
-100
-1% -$9.98K 0.43% 24
2024
Q2 		$932K Hold
9,325
– – 0.41% 23
2024
Q1 		$755K Sell
9,325
-900
-9% -$68.2K 0.35% 23
2023
Q4 		$746K Sell
10,225
-1,835
-15% -$135K 0.36% 23
2023
Q3 		$968K Sell
12,060
-3,270
-21% -$264K 0.51% 19
2023
Q2 		$1.33M Hold
15,330
– – 0.68% 17
2023
Q1 		$938K Hold
15,330
– – 0.48% 24
2022
Q4 		$730K Hold
15,330
– – 0.35% 36
2022
Q3 		$748K Buy
+15,330
New +$872K 0.37% 35

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Enzi Wealth's TTD Position: Q1 2026 in Review

Enzi Wealth sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,258 shares — an estimated $232K sold.

Enzi Wealth first reported a position in TTD in Q3 2022 and held it in 14 quarters. The position peaked at $1.33M in Q2 2023. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Enzi Wealth reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Enzi Wealth sold 6,258 Trade Desk shares in Q1 2026, an estimated $232K.
  • Enzi Wealth first reported a position in Trade Desk in Q3 2022 and held it in 14 quarters.
  • Enzi Wealth's Trade Desk position peaked at $1.33M in Q2 2023.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Enzi Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.