HWA
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HHM Wealth Advisors’s Trade Desk TTD Stock Holding History

HHM Wealth Advisors’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 		$57.5K Sell
3,180
-500
-14% -$10.6K 0.01% 371
2026
Q1 		$83.5K Sell
3,680
-2,750
-43% -$79.4K 0.01% 299
2025
Q4 		$244K Sell
6,430
-15
-0.2% -$665 0.03% 172
2025
Q3 		$316K Hold
6,445
– – 0.04% 162
2025
Q2 		$464K Buy
6,445
+500
+8% +$31.9K 0.06% 122
2025
Q1 		$325K Sell
5,945
-26
-0.4% -$2.35K 0.04% 137
2024
Q4 		$702K Sell
5,971
-209
-3% -$25.9K 0.1% 81
2024
Q3 		$678K Buy
6,180
+80
+1% +$7.98K 0.1% 75
2024
Q2 		$596K Hold
6,100
– – 0.09% 85
2024
Q1 		$533K Hold
6,100
– – 0.09% 78
2023
Q4 		$439K Hold
6,100
– – 0.08% 78
2023
Q3 		$477K Hold
6,100
– – 0.09% 72
2023
Q2 		$471K Hold
6,100
– – 0.09% 79
2023
Q1 		$372K Hold
6,100
– – 0.08% 80
2022
Q4 		$273K Sell
6,100
-775
-11% -$39.3K 0.06% 99
2022
Q3 		$411K Sell
6,875
-79
-1% -$4.5K 0.11% 68
2022
Q2 		$291K Buy
6,954
+10
+0.1% +$548 0.07% 100
2022
Q1 		$481K Buy
6,944
+9
+0.1% +$650 0.11% 74
2021
Q4 		$636K Buy
6,935
+100
+1% +$8.76K 0.15% 59
2021
Q3 		$481K Sell
6,835
-65
-0.9% -$5.03K 0.13% 67
2021
Q2 		$534K Buy
6,900
+890
+15% +$56.9K 0.15% 67
2021
Q1 		$392K Sell
6,010
-500
-8% -$38.6K 0.12% 67
2020
Q4 		$521K Buy
6,510
+6,500
+65,000% +$491K 0.18% 48
2020
Q3 		$1K Hold
10
– – ﹤0.01% 490
2020
Q2 		$0 Buy
+10
New +$301 ﹤0.01% 528

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

HHM Wealth Advisors's TTD Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Trade Desk (TTD) stake by 14% in Q2 2026, selling an estimated $10.6K and leaving 3,180 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #371.

HHM Wealth Advisors first reported a position in TTD in Q2 2020 and has held it in 25 quarters since. The position peaked at $702K in Q4 2024. 149 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • HHM Wealth Advisors held 3,180 shares of Trade Desk worth $57.5K as of Q2 2026.
  • HHM Wealth Advisors sold 500 Trade Desk shares in Q2 2026, an estimated $10.6K.
  • Trade Desk made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • HHM Wealth Advisors first reported a position in Trade Desk in Q2 2020 and has held it in 25 quarters since.
  • HHM Wealth Advisors's Trade Desk position peaked at $702K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.