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Forefront Wealth Partners’s Trade Desk TTD Stock Holding History

Forefront Wealth Partners’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
-7,794
Closed -$296K – 169
2025
Q4 		$296K Sell
7,794
-1,317
-14% -$58.4K 0.14% 111
2025
Q3 		$447K Buy
+9,111
New +$578K 0.11% 134
2025
Q2 		– Sell
-5,865
Closed -$321K – 131
2025
Q1 		$321K Buy
+5,865
New +$531K 0.22% 90

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

Forefront Wealth Partners's TTD Position: Q1 2026 in Review

Forefront Wealth Partners sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 7,794 shares — an estimated $296K sold.

Forefront Wealth Partners first reported a position in TTD in Q1 2025 and held it in 3 quarters. The position peaked at $447K in Q3 2025. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Forefront Wealth Partners reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Forefront Wealth Partners sold 7,794 Trade Desk shares in Q1 2026, an estimated $296K.
  • Forefront Wealth Partners first reported a position in Trade Desk in Q1 2025 and held it in 3 quarters.
  • Forefront Wealth Partners's Trade Desk position peaked at $447K in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.