PWMAI
TTD icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Trade Desk TTD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-4,822
Closed -$183K – 566
2025
Q4 		$183K Buy
+4,822
New +$214K 0.05% 174
2025
Q3 		– Sell
-2,650
Closed -$191K – 579
2025
Q2 		$191K Sell
2,650
-113
-4% -$7.21K 0.06% 146
2025
Q1 		$151K Buy
+2,763
New +$250K 0.06% 158

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TTD Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 4,822 shares — an estimated $183K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TTD in Q1 2025 and held it in 3 quarters. The position peaked at $191K in Q2 2025. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4,822 Trade Desk shares in Q1 2026, an estimated $183K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Trade Desk in Q1 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Trade Desk position peaked at $191K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.