IAA
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Independent Advisor Alliance’s Trade Desk TTD Stock Holding History

Independent Advisor Alliance’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 		$280K Sell
12,331
-17,402
-59% -$502K ﹤0.01% 1351
2025
Q4 		$1.13M Sell
29,733
-4,238
-12% -$188K 0.03% 436
2025
Q3 		$1.66M Buy
33,971
+6,070
+22% +$385K 0.04% 332
2025
Q2 		$2.01M Sell
27,901
-4,099
-13% -$262K 0.06% 276
2025
Q1 		$1.75M Sell
32,000
-8,024
-20% -$726K 0.06% 274
2024
Q4 		$4.7M Buy
40,024
+2,670
+7% +$330K 0.06% 283
2024
Q3 		$4.1M Buy
37,354
+27
+0.1% +$2.69K 0.15% 120
2024
Q2 		$3.65M Buy
37,327
+800
+2% +$72.2K 0.12% 139
2024
Q1 		$3.19M Sell
36,527
-859
-2% -$65.1K 0.12% 160
2023
Q4 		$2.69M Buy
37,386
+2,621
+8% +$193K 0.1% 171
2023
Q3 		$2.72M Sell
34,765
-674
-2% -$54.5K 0.12% 160
2023
Q2 		$2.74M Sell
35,439
-91
-0.3% -$6.16K 0.12% 155
2023
Q1 		$2.16M Sell
35,530
-3,411
-9% -$182K 0.1% 179
2022
Q4 		$1.75K Buy
38,941
+95
+0.2% +$4.82K ﹤0.01% 266
2022
Q3 		$2.32M Sell
38,846
-2,263
-6% -$129K 0.14% 146
2022
Q2 		$1.72M Sell
41,109
-221
-0.5% -$12.1K 0.1% 180
2022
Q1 		$2.86M Sell
41,330
-107
-0.3% -$7.73K 0.14% 134
2021
Q4 		$3.8M Sell
41,437
-785
-2% -$68.8K 0.19% 105
2021
Q3 		$2.97M Buy
42,222
+1,292
+3% +$99.9K 0.17% 121
2021
Q2 		$3.17M Buy
40,930
+15,000
+58% +$958K 0.17% 123
2021
Q1 		$1.69M Sell
25,930
-1,040
-4% -$80.4K 0.1% 176
2020
Q4 		$2.16M Sell
26,970
-1,820
-6% -$137K 0.15% 130
2020
Q3 		$1.49M Buy
28,790
+1,690
+6% +$77.2K 0.11% 144
2020
Q2 		$1.1M Buy
27,100
+8,630
+47% +$260K 0.12% 141
2020
Q1 		$356K Buy
18,470
+2,740
+17% +$70.9K 0.05% 250
2019
Q4 		$409K Buy
+15,730
New +$354K 0.02% 582

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

Independent Advisor Alliance's TTD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Trade Desk (TTD) stake by 59% in Q1 2026, selling an estimated $502K and leaving 12,331 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Independent Advisor Alliance first reported a position in TTD in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.7M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Independent Advisor Alliance held 12,331 shares of Trade Desk worth $280K as of Q1 2026.
  • Independent Advisor Alliance sold 17,402 Trade Desk shares in Q1 2026, an estimated $502K.
  • Trade Desk made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1351 holding.
  • Independent Advisor Alliance first reported a position in Trade Desk in Q4 2019 and has held it in 26 quarters since.
  • Independent Advisor Alliance's Trade Desk position peaked at $4.7M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.