Evergreen Wealth Management’s Trade Desk TTD Stock Holding History

Evergreen Wealth 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 Q2	–	Sell	-35,975	Closed	-$816K	–	58
2026 Q1	$816K	Buy	35,975 +19,195	+114%	+$554K	0.42%	47
2025 Q4	$637K	Buy	16,780 +650	+4%	+$28.8K	0.32%	47
2025 Q3	$791K	Sell	16,130 -3,224	-17%	-$205K	0.41%	46
2025 Q2	$1.39M	Buy	19,354 +2,106	+12%	+$134K	0.78%	37
2025 Q1	$944K	Buy	17,248 +9,133	+113%	+$826K	0.56%	45
2024 Q4	$954K	Buy	8,115 +438	+6%	+$54.2K	0.56%	45
2024 Q3	$842K	Buy	+7,677	New	+$766K	0.51%	48

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Evergreen Wealth Management's TTD Position: Q2 2026 in Review

Evergreen Wealth Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 35,975 shares — an estimated $816K sold.

Evergreen Wealth Management first reported a position in TTD in Q3 2024 and held it in 7 quarters. The position peaked at $1.39M in Q2 2025. 239 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Evergreen Wealth Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
Evergreen Wealth Management sold 35,975 Trade Desk shares in Q2 2026, an estimated $816K.
Evergreen Wealth Management first reported a position in Trade Desk in Q3 2024 and held it in 7 quarters.
Evergreen Wealth Management's Trade Desk position peaked at $1.39M in Q2 2025.
239 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.