IWC
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Integrated Wealth Concepts’s Trade Desk TTD Stock Holding History

Integrated Wealth Concepts’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 		$201K Buy
8,871
+3,555
+67% +$103K ﹤0.01% 2116
2025
Q4 		$202K Sell
5,316
-4,629
-47% -$205K ﹤0.01% 1530
2025
Q3 		$487K Sell
9,945
-11,575
-54% -$734K ﹤0.01% 1357
2025
Q2 		$1.55M Buy
21,520
+7,459
+53% +$476K 0.02% 723
2025
Q1 		$769K Sell
14,061
-4,549
-24% -$412K 0.01% 946
2024
Q4 		$2.19M Sell
18,610
-436
-2% -$53.9K 0.03% 524
2024
Q3 		$2.09M Buy
19,046
+2,197
+13% +$219K 0.03% 536
2024
Q2 		$1.65M Buy
16,849
+1,067
+7% +$96.3K 0.02% 580
2024
Q1 		$1.38M Sell
15,782
-111
-0.7% -$8.41K 0.02% 634
2023
Q4 		$1.14M Buy
15,893
+1,741
+12% +$128K 0.02% 674
2023
Q3 		$1.11M Sell
14,152
-278
-2% -$22.5K 0.02% 651
2023
Q2 		$1.11M Buy
14,430
+603
+4% +$40.8K 0.02% 638
2023
Q1 		$842K Buy
13,827
+732
+6% +$39K 0.02% 681
2022
Q4 		$587K Buy
13,095
+1,838
+16% +$93.2K 0.02% 607
2022
Q3 		$673K Buy
11,257
+517
+5% +$29.4K 0.02% 517
2022
Q2 		$450K Sell
10,740
-205
-2% -$11.2K 0.01% 635
2022
Q1 		$758K Sell
10,945
-798
-7% -$57.6K 0.02% 468
2021
Q4 		$1.08M Buy
11,743
+539
+5% +$47.2K 0.03% 397
2021
Q3 		$788K Buy
+11,204
New +$866K 0.03% 462

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

Integrated Wealth Concepts's TTD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Trade Desk (TTD) stake by 67% in Q1 2026, buying an estimated $103K and bringing the position to 8,871 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Integrated Wealth Concepts first reported a position in TTD in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Integrated Wealth Concepts held 8,871 shares of Trade Desk worth $201K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,555 Trade Desk shares in Q1 2026, an estimated $103K.
  • Trade Desk made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2116 holding.
  • Integrated Wealth Concepts first reported a position in Trade Desk in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Trade Desk position peaked at $2.19M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.