HWM
TTD icon

HB Wealth Management’s Trade Desk TTD Stock Holding History

HB 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 		$187K Sell
10,369
-1,159
-10% -$24.6K ﹤0.01% 1606
2026
Q1 		$262K Buy
11,528
+2,821
+32% +$81.4K ﹤0.01% 1304
2025
Q4 		$331K Sell
8,707
-1,546
-15% -$68.5K ﹤0.01% 1088
2025
Q3 		$503K Sell
10,253
-986
-9% -$62.6K ﹤0.01% 852
2025
Q2 		$809K Sell
11,239
-1,113
-9% -$71.1K 0.01% 595
2025
Q1 		$676K Buy
12,352
+3,312
+37% +$300K 0.01% 673
2024
Q4 		$1.06M Buy
9,040
+1,010
+13% +$125K 0.01% 401
2024
Q3 		$880K Buy
8,030
+445
+6% +$44.4K 0.01% 426
2024
Q2 		$741K Sell
7,585
-669
-8% -$60.4K 0.01% 439
2024
Q1 		$722K Buy
8,254
+2,859
+53% +$217K 0.01% 406
2023
Q4 		$388K Buy
5,395
+500
+10% +$36.7K 0.01% 523
2023
Q3 		$383K Buy
4,895
+275
+6% +$22.2K 0.01% 506
2023
Q2 		$357K Buy
4,620
+369
+9% +$25K 0.01% 501
2023
Q1 		$259K Buy
+4,251
New +$226K ﹤0.01% 578
2022
Q3 		– Sell
-6,468
Closed -$271K – 619
2022
Q2 		$271K Sell
6,468
-710
-10% -$38.9K 0.01% 463
2022
Q1 		$497K Buy
7,178
+3,488
+95% +$252K 0.01% 349
2021
Q4 		$338K Buy
+3,690
New +$323K 0.01% 369

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

HB Wealth Management's TTD Position: Q2 2026 in Review

HB Wealth Management reduced its Trade Desk (TTD) stake by 10% in Q2 2026, selling an estimated $24.6K and leaving 10,369 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

HB Wealth Management first reported a position in TTD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2024. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • HB Wealth Management held 10,369 shares of Trade Desk worth $187K as of Q2 2026.
  • HB Wealth Management sold 1,159 Trade Desk shares in Q2 2026, an estimated $24.6K.
  • Trade Desk made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1606 holding.
  • HB Wealth Management first reported a position in Trade Desk in Q4 2021 and has held it in 17 quarters since.
  • HB Wealth Management's Trade Desk position peaked at $1.06M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.