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

EverSource 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 		$46.1K Buy
2,031
+1,247
+159% +$36K ﹤0.01% 1952
2025
Q4 		$29.8K Sell
784
-25
-3% -$1.11K ﹤0.01% 2115
2025
Q3 		$39.6K Sell
809
-522
-39% -$33.1K ﹤0.01% 1874
2025
Q2 		$95.8K Buy
1,331
+134
+11% +$8.56K ﹤0.01% 1229
2025
Q1 		$65.5K Sell
1,197
-536
-31% -$48.5K ﹤0.01% 1103
2024
Q4 		$204K Buy
1,733
+771
+80% +$95.4K 0.01% 647
2024
Q3 		$105K Sell
962
-128
-12% -$12.8K 0.01% 775
2024
Q2 		$98K Buy
1,090
+176
+19% +$15.9K 0.01% 806
2024
Q1 		$75.7K Sell
914
-1,100
-55% -$83.3K 0.01% 818
2023
Q4 		$145K Buy
2,014
+124
+7% +$9.11K 0.01% 514
2023
Q3 		$148K Buy
1,890
+11
+0.6% +$889 0.02% 469
2023
Q2 		$145K Sell
1,879
-115
-6% -$7.78K 0.02% 465
2023
Q1 		$121K Sell
1,994
-28
-1% -$1.49K 0.02% 483
2022
Q4 		$90.6K Sell
2,022
-546
-21% -$27.7K 0.01% 540
2022
Q3 		$154K Buy
2,568
+1,233
+92% +$70.2K 0.04% 341
2022
Q2 		$56K Buy
1,335
+40
+3% +$2.19K 0.01% 593
2022
Q1 		$89K Sell
1,295
-39
-3% -$2.82K 0.02% 356
2021
Q4 		$123K Buy
+1,334
New +$117K 0.03% 281

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

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

EverSource Wealth Advisors increased its Trade Desk (TTD) stake by 159% in Q1 2026, buying an estimated $36K and bringing the position to 2,031 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

EverSource Wealth Advisors first reported a position in TTD in Q4 2021 and has held it in 18 quarters since. The position peaked at $204K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • EverSource Wealth Advisors held 2,031 shares of Trade Desk worth $46.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,247 Trade Desk shares in Q1 2026, an estimated $36K.
  • Trade Desk made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1952 holding.
  • EverSource Wealth Advisors first reported a position in Trade Desk in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Trade Desk position peaked at $204K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

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