EW
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Evoke Wealth’s Trade Desk TTD Stock Holding History

Evoke Wealth’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 		$142K Sell
6,274
-13,795
-69% -$398K ﹤0.01% 688
2025
Q4 		$762K Buy
20,069
+735
+4% +$32.6K 0.01% 313
2025
Q3 		$948K Sell
19,334
-2,551
-12% -$162K 0.02% 259
2025
Q2 		$1.58M Sell
21,885
-226
-1% -$14.4K 0.04% 185
2025
Q1 		$1.21M Buy
22,111
+19,387
+712% +$1.75M 0.03% 175
2024
Q4 		$320K Buy
2,724
+356
+15% +$44K 0.01% 332
2024
Q3 		$260K Buy
+2,368
New +$236K 0.01% 358
2022
Q4 		– Sell
-1,563
Closed -$93K – 1082
2022
Q3 		$93K Buy
1,563
+1,500
+2,381% +$85.4K ﹤0.01% 425
2022
Q2 		$3K Buy
63
+33
+110% +$1.81K ﹤0.01% 1014
2022
Q1 		$2K Hold
30
– – ﹤0.01% 1078
2021
Q4 		$3K Hold
30
– – ﹤0.01% 1007
2021
Q3 		$2K Hold
30
– – ﹤0.01% 1033
2021
Q2 		$2K Buy
+30
New +$1.92K ﹤0.01% 1074
2020
Q1 		– Sell
-1,260
Closed -$32.7K – 1349
2019
Q4 		$32.7K Hold
1,260
– – ﹤0.01% 493
2019
Q3 		$23.6K Buy
+1,260
New +$30K ﹤0.01% 613

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

Evoke Wealth's TTD Position: Q1 2026 in Review

Evoke Wealth reduced its Trade Desk (TTD) stake by 69% in Q1 2026, selling an estimated $398K and leaving 6,274 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Evoke Wealth first reported a position in TTD in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Evoke Wealth held 6,274 shares of Trade Desk worth $142K as of Q1 2026.
  • Evoke Wealth sold 13,795 Trade Desk shares in Q1 2026, an estimated $398K.
  • Trade Desk made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #688 holding.
  • Evoke Wealth first reported a position in Trade Desk in Q3 2019 and has held it in 15 quarters since.
  • Evoke Wealth's Trade Desk position peaked at $1.58M in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.