Golden State Wealth Management’s Trade Desk TTD Stock Holding History

Golden State Wealth Management’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	$2.35K	Hold	130	–	–	﹤0.01%	1368
2026 Q1	$2.95K	Hold	130	–	–	﹤0.01%	1296
2025 Q4	$4.93K	Buy	130 +90	+225%	+$3.99K	﹤0.01%	1243
2025 Q3	$1.96K	Buy	+40	New	+$2.54K	﹤0.01%	1398
2025 Q2	–	Sell	-27	Closed	-$1.48K	–	1662
2025 Q1	$1.48K	Hold	27	–	–	﹤0.01%	1366
2024 Q4	$3.17K	Buy	+27	New	+$3.34K	﹤0.01%	1191
2020 Q2	–	Sell	-8,500	Closed	-$164K	–	851
2020 Q1	$164K	Buy	+8,500	New	+$220K	0.07%	181
2019 Q4	–	Sell	-3,670	Closed	-$69K	–	864
2019 Q3	$69K	Buy	3,670 +1,200	+49%	+$28.6K	0.02%	372
2019 Q2	$56K	Buy	2,470 +1,970	+394%	+$42.3K	0.02%	430
2019 Q1	$10K	Buy	+500	New	+$8.19K	﹤0.01%	786

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

Golden State Wealth Management's TTD Position: Q2 2026 in Review

Golden State Wealth Management held its Trade Desk (TTD) position steady in Q2 2026 at 130 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Golden State Wealth Management first reported a position in TTD in Q1 2019 and has held it in 10 quarters since. The position peaked at $164K in Q1 2020. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Golden State Wealth Management held 130 shares of Trade Desk worth $2.35K as of Q2 2026.
Golden State Wealth Management left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1368 holding.
Golden State Wealth Management first reported a position in Trade Desk in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Trade Desk position peaked at $164K in Q1 2020.
681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.