IFWM
TTD icon

Institute for Wealth Management’s Trade Desk TTD Stock Holding History

Institute for 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 		$148K Buy
+8,168
New +$173K 0.01% 595
2026
Q1 		– Sell
-8,840
Closed -$336K – 576
2025
Q4 		$336K Sell
8,840
-8,725
-50% -$387K 0.04% 406
2025
Q3 		$861K Buy
17,565
+435
+3% +$27.6K 0.09% 223
2025
Q2 		$1.23M Hold
17,130
– – 0.14% 159
2025
Q1 		$937K Buy
17,130
+5,007
+41% +$453K 0.12% 192
2024
Q4 		$1.42M Sell
12,123
-73
-0.6% -$9.03K 0.18% 115
2024
Q3 		$1.34M Sell
12,196
-119
-1% -$11.9K 0.17% 134
2024
Q2 		$1.2M Sell
12,315
-130
-1% -$11.7K 0.16% 138
2024
Q1 		$1.09M Buy
12,445
+2,281
+22% +$173K 0.14% 155
2023
Q4 		$731K Sell
10,164
-32
-0.3% -$2.35K 0.12% 204
2023
Q3 		$797K Sell
10,196
-30
-0.3% -$2.43K 0.14% 173
2023
Q2 		$790K Sell
10,226
-388
-4% -$26.3K 0.13% 185
2023
Q1 		$646K Sell
10,614
-732
-6% -$39K 0.12% 211
2022
Q4 		$509K Sell
11,346
-4,190
-27% -$212K 0.11% 258
2022
Q3 		$928K Buy
15,536
+1,526
+11% +$86.8K 0.21% 127
2022
Q2 		$587K Buy
14,010
+550
+4% +$30.1K 0.12% 234
2022
Q1 		$932K Sell
13,460
-487
-3% -$35.2K 0.15% 172
2021
Q4 		$1.28M Sell
13,947
-129
-0.9% -$11.3K 0.21% 123
2021
Q3 		$990K Buy
14,076
+196
+1% +$15.2K 0.17% 150
2021
Q2 		$1.07M Buy
13,880
+1,750
+14% +$112K 0.19% 142
2021
Q1 		$790K Buy
12,130
+230
+2% +$17.8K 0.15% 181
2020
Q4 		$953K Sell
11,900
-50
-0.4% -$3.78K 0.19% 135
2020
Q3 		$620K Sell
11,950
-800
-6% -$36.5K 0.14% 192
2020
Q2 		$518K Hold
12,750
– – 0.13% 221
2020
Q1 		$246K Sell
12,750
-1,350
-10% -$34.9K 0.08% 321
2019
Q4 		$366K Sell
14,100
-3,010
-18% -$67.7K 0.08% 307
2019
Q3 		$321K Sell
17,110
-90
-0.5% -$2.14K 0.08% 312
2019
Q2 		$392K Buy
17,200
+4,440
+35% +$95.4K 0.09% 296
2019
Q1 		$253K Buy
+12,760
New +$209K 0.06% 367

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Institute for Wealth Management's TTD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Trade Desk (TTD) in Q2 2026: 8,168 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TTD as recently as Q4 2025.

Institute for Wealth Management first reported a position in TTD in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.42M in Q4 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Institute for Wealth Management held 8,168 shares of Trade Desk worth $148K as of Q2 2026.
  • Trade Desk was a new Institute for Wealth Management position in Q2 2026.
  • Trade Desk made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Institute for Wealth Management first reported a position in Trade Desk in Q1 2019 and has held it in 29 quarters since.
  • Institute for Wealth Management's Trade Desk position peaked at $1.42M in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.