EWA
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EP Wealth Advisors’s Trade Desk TTD Stock Holding History

EP Wealth Advisors’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 		$277K Sell
15,320
-611
-4% -$13K ﹤0.01% 1336
2026
Q1 		$361K Sell
15,931
-1,044
-6% -$30.1K ﹤0.01% 1062
2025
Q4 		$644K Buy
+16,975
New +$752K ﹤0.01% 759
2025
Q2 		$1.02M Buy
14,216
+645
+5% +$41.2K 0.01% 561
2025
Q1 		$743K Sell
13,571
-1,878
-12% -$170K 0.01% 571
2024
Q4 		$1.82M Buy
15,449
+4,871
+46% +$603K 0.01% 374
2024
Q3 		$1.16M Sell
10,578
-554
-5% -$55.3K 0.01% 460
2024
Q2 		$1.09M Buy
11,132
+878
+9% +$79.2K 0.01% 375
2024
Q1 		$896K Buy
10,254
+3,473
+51% +$263K 0.01% 396
2023
Q4 		$488K Buy
6,781
+502
+8% +$36.9K 0.01% 496
2023
Q3 		$491K Buy
6,279
+4,735
+307% +$383K 0.01% 467
2023
Q2 		$498K Sell
1,544
-8,282
-84% -$560K 0.01% 465
2023
Q1 		$1.09M Buy
9,826
+4,026
+69% +$214K 0.02% 293
2022
Q4 		$260K Buy
+5,800
New +$294K ﹤0.01% 494
2021
Q2 		– Sell
-12,820
Closed -$835K – 548
2021
Q1 		$835K Hold
12,820
– – 0.03% 251
2020
Q4 		$1.03M Sell
12,820
-450
-3% -$34K 0.04% 185
2020
Q3 		$688K Buy
+13,270
New +$606K 0.03% 196

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

EP Wealth Advisors's TTD Position: Q2 2026 in Review

EP Wealth Advisors reduced its Trade Desk (TTD) stake by 3.8% in Q2 2026, selling an estimated $13K and leaving 15,320 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

EP Wealth Advisors first reported a position in TTD in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.82M in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • EP Wealth Advisors held 15,320 shares of Trade Desk worth $277K as of Q2 2026.
  • EP Wealth Advisors sold 611 Trade Desk shares in Q2 2026, an estimated $13K.
  • Trade Desk made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1336 holding.
  • EP Wealth Advisors first reported a position in Trade Desk in Q3 2020 and has held it in 17 quarters since.
  • EP Wealth Advisors's Trade Desk position peaked at $1.82M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.