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
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

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

EP Wealth Advisors's TTD Position: Q1 2026 in Review

EP Wealth Advisors reduced its Trade Desk (TTD) stake by 6.2% in Q1 2026, selling an estimated $30.1K and leaving 15,931 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

EP Wealth Advisors first reported a position in TTD in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.82M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • EP Wealth Advisors held 15,931 shares of Trade Desk worth $361K as of Q1 2026.
  • EP Wealth Advisors sold 1,044 Trade Desk shares in Q1 2026, an estimated $30.1K.
  • Trade Desk made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1062 holding.
  • EP Wealth Advisors first reported a position in Trade Desk in Q3 2020 and has held it in 16 quarters since.
  • EP Wealth Advisors's Trade Desk position peaked at $1.82M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.