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Evelyn Partners Asset Management’s Trade Desk TTD Stock Holding History

Evelyn Partners Asset Management’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 		$3.22K Hold
142
– – ﹤0.01% 292
2025
Q4 		$5.39K Hold
142
– – ﹤0.01% 258
2025
Q3 		$6.96K Buy
+142
New +$9.01K ﹤0.01% 247

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Evelyn Partners Asset Management's TTD Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Trade Desk (TTD) position steady in Q1 2026 at 142 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Evelyn Partners Asset Management first reported a position in TTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.96K in Q3 2025. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Evelyn Partners Asset Management held 142 shares of Trade Desk worth $3.22K as of Q1 2026.
  • Evelyn Partners Asset Management left its Trade Desk share count unchanged in Q1 2026.
  • Trade Desk made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #292 holding.
  • Evelyn Partners Asset Management first reported a position in Trade Desk in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Trade Desk position peaked at $6.96K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.