Financial Perspectives’s Trade Desk TTD Stock Holding History

Financial Perspectives’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	$1.99K	Hold	110	–	–	﹤0.01%	653
2026 Q1	$2.5K	Hold	110	–	–	﹤0.01%	631
2025 Q4	$4.18K	Sell	110 -14	-11%	-$621	﹤0.01%	598
2025 Q3	$6.08K	Hold	124	–	–	﹤0.01%	569
2025 Q2	$8.93K	Hold	124	–	–	﹤0.01%	520
2025 Q1	$6.79K	Hold	124	–	–	﹤0.01%	542
2024 Q4	$14.6K	Hold	124	–	–	﹤0.01%	455
2024 Q3	$13.6K	Hold	124	–	–	﹤0.01%	441
2024 Q2	$12.1K	Hold	124	–	–	﹤0.01%	440
2024 Q1	$10.8K	Hold	124	–	–	﹤0.01%	450
2023 Q4	$8.92K	Hold	124	–	–	﹤0.01%	479
2023 Q3	$9.69K	Hold	124	–	–	﹤0.01%	451
2023 Q2	$9.57K	Hold	124	–	–	﹤0.01%	452
2023 Q1	$7.55K	Hold	124	–	–	﹤0.01%	472
2022 Q4	$5.56K	Sell	124 -50	-29%	-$2.54K	﹤0.01%	504
2022 Q3	$10.4K	Hold	174	–	–	0.01%	433
2022 Q2	$7.29K	Hold	174	–	–	﹤0.01%	477
2022 Q1	$12.1K	Hold	174	–	–	0.01%	439
2021 Q4	$15.9K	Buy	174 +14	+9%	+$1.23K	0.01%	385
2021 Q3	$11.2K	Hold	160	–	–	0.01%	429
2021 Q2	$12.4K	Sell	160 -104,110	-100%	-$6.65M	0.01%	446
2021 Q1	$16K	Buy	104,270 +104,140	+80,108%	+$8.05M	﹤0.01%	597
2020 Q4	$10.4K	Buy	+130	New	+$9.82K	0.01%	404

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Financial Perspectives's TTD Position: Q2 2026 in Review

Financial Perspectives held its Trade Desk (TTD) position steady in Q2 2026 at 110 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Financial Perspectives first reported a position in TTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $16K in Q1 2021. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Financial Perspectives held 110 shares of Trade Desk worth $1.99K as of Q2 2026.
Financial Perspectives left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #653 holding.
Financial Perspectives first reported a position in Trade Desk in Q4 2020 and has held it in 23 quarters since.
Financial Perspectives's Trade Desk position peaked at $16K in Q1 2021.
681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.