EFG
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Everhart Financial Group’s Trade Desk TTD Stock Holding History

Everhart Financial Group’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
-20,879
Closed -$474K – 514
2026
Q1 		$474K Buy
20,879
+61
+0.3% +$1.76K 0.04% 287
2025
Q4 		$790K Sell
20,818
-3,393
-14% -$150K 0.07% 194
2025
Q3 		$1.19M Buy
24,211
+13,051
+117% +$828K 0.12% 116
2025
Q2 		$803K Buy
11,160
+1,370
+14% +$87.5K 0.09% 152
2025
Q1 		$536K Sell
9,790
-372
-4% -$33.7K 0.07% 194
2024
Q4 		$1.19M Buy
10,162
+1,519
+18% +$188K 0.25% 82
2024
Q3 		$948K Sell
8,643
-70
-0.8% -$6.98K 0.21% 109
2024
Q2 		$851K Sell
8,713
-893
-9% -$80.6K 0.22% 96
2024
Q1 		$840K Sell
9,606
-8,603
-47% -$652K 0.24% 82
2023
Q4 		$1.31M Buy
18,209
+2,432
+15% +$179K 0.46% 44
2023
Q3 		$999K Buy
15,777
+5,737
+57% +$464K 0.42% 53
2023
Q2 		$544K Buy
10,040
+3,231
+47% +$219K 0.22% 86
2023
Q1 		$415K Sell
6,809
-12,499
-65% -$665K 0.19% 105
2022
Q4 		$731K Buy
19,308
+12,190
+171% +$618K 0.37% 57
2022
Q3 		$426K Sell
7,118
-5,149
-42% -$293K 0.24% 81
2022
Q2 		$514K Sell
12,267
-436
-3% -$23.9K 0.31% 73
2022
Q1 		$879K Sell
12,703
-98
-0.8% -$7.08K 0.51% 41
2021
Q4 		$1.17M Sell
12,801
-4,540
-26% -$398K 0.71% 33
2021
Q3 		$1.22M Sell
17,341
-5,041
-23% -$390K 0.84% 29
2021
Q2 		$1.73M Buy
22,382
+2,502
+13% +$160K 1.19% 23
2021
Q1 		$1.3M Buy
19,880
+2,440
+14% +$189K 1.14% 25
2020
Q4 		$1.4M Buy
+17,440
New +$1.32M 1.29% 21

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's TTD Position: Q2 2026 in Review

Everhart Financial Group sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 20,879 shares — an estimated $474K sold.

Everhart Financial Group first reported a position in TTD in Q4 2020 and held it in 22 quarters. The position peaked at $1.73M in Q2 2021. 80 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Everhart Financial Group reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 20,879 Trade Desk shares in Q2 2026, an estimated $474K.
  • Everhart Financial Group first reported a position in Trade Desk in Q4 2020 and held it in 22 quarters.
  • Everhart Financial Group's Trade Desk position peaked at $1.73M in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.