HWM
TTD icon

HighMark Wealth Management’s Trade Desk TTD Stock Holding History

HighMark 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 		– Sell
-75
Closed -$1.7K – 595
2026
Q1 		$1.7K Hold
75
– – ﹤0.01% 469
2025
Q4 		$2.85K Sell
75
-638
-89% -$28.3K ﹤0.01% 458
2025
Q3 		$30.7K Buy
713
+235
+49% +$14.9K 0.01% 200
2025
Q2 		$34.4K Buy
478
+151
+46% +$9.64K 0.02% 187
2025
Q1 		$17.9K Buy
327
+179
+121% +$16.2K 0.01% 205
2024
Q4 		$17.3K Buy
148
+8
+6% +$990 0.01% 215
2024
Q3 		$15.3K Buy
140
+53
+61% +$5.29K 0.01% 236
2024
Q2 		$8.5K Buy
87
+17
+24% +$1.53K 0.01% 310
2024
Q1 		$6.12K Sell
70
-8
-10% -$606 ﹤0.01% 353
2023
Q4 		$5.61K Buy
78
+4
+5% +$294 ﹤0.01% 351
2023
Q3 		$5.78K Hold
74
– – ﹤0.01% 332
2023
Q2 		$5.71K Hold
74
– – ﹤0.01% 334
2023
Q1 		$4.51K Buy
74
+50
+208% +$2.66K ﹤0.01% 416
2022
Q4 		$1.08K Buy
24
+12
+100% +$608 ﹤0.01% 469
2022
Q3 		$1K Sell
12
-8
-40% -$455 ﹤0.01% 499
2022
Q2 		$1K Hold
20
– – ﹤0.01% 496
2022
Q1 		$1K Hold
20
– – ﹤0.01% 496
2021
Q4 		$2K Sell
20
-8
-29% -$701 ﹤0.01% 457
2021
Q3 		$2K Sell
28
-12
-30% -$928 ﹤0.01% 466
2021
Q2 		$3K Buy
40
+10
+33% +$639 ﹤0.01% 433
2021
Q1 		$2K Sell
30
-20
-40% -$1.55K ﹤0.01% 435
2020
Q4 		$4K Hold
50
– – ﹤0.01% 367
2020
Q3 		$3K Hold
50
– – ﹤0.01% 380
2020
Q2 		$2K Sell
50
-30
-38% -$904 ﹤0.01% 394
2020
Q1 		$1K Buy
+80
New +$2.07K ﹤0.01% 346

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

HighMark Wealth Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 75 shares — an estimated $1.7K sold.

HighMark Wealth Management first reported a position in TTD in Q1 2020 and held it in 25 quarters. The position peaked at $34.4K in Q2 2025. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • HighMark Wealth Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 75 Trade Desk shares in Q2 2026, an estimated $1.7K.
  • HighMark Wealth Management first reported a position in Trade Desk in Q1 2020 and held it in 25 quarters.
  • HighMark Wealth Management's Trade Desk position peaked at $34.4K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.