JWCA
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J.W. Cole Advisors’s Trade Desk TTD Stock Holding History

J.W. Cole 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
Q1 		– Sell
-37,989
Closed -$1.43M – 1420
2025
Q4 		$1.43M Sell
37,989
-1,274
-3% -$56.5K 0.03% 513
2025
Q3 		$1.92M Buy
39,263
+43
+0.1% +$2.73K 0.04% 472
2025
Q2 		$2.82M Sell
39,220
-2,933
-7% -$187K 0.06% 305
2025
Q1 		$2.31M Buy
42,153
+12,495
+42% +$1.13M 0.07% 284
2024
Q4 		$3.49M Buy
29,658
+170
+0.6% +$21K 0.14% 146
2024
Q3 		$3.23M Buy
29,488
+13,490
+84% +$1.35M 0.14% 153
2024
Q2 		$1.56M Buy
15,998
+10,430
+187% +$941K 0.07% 260
2024
Q1 		$487K Buy
5,568
+1,589
+40% +$120K 0.02% 538
2023
Q4 		$286K Buy
3,979
+190
+5% +$14K 0.02% 666
2023
Q3 		$296K Sell
3,789
-708
-16% -$57.2K 0.02% 565
2023
Q2 		$347K Buy
4,497
+758
+20% +$51.3K 0.02% 532
2023
Q1 		$228K Buy
+3,739
New +$199K 0.02% 686
2022
Q4 		– Sell
-4,174
Closed -$249K – 769
2022
Q3 		$249K Buy
+4,174
New +$238K 0.02% 598
2022
Q2 		– Sell
-3,469
Closed -$240K – 813
2022
Q1 		$240K Sell
3,469
-171
-5% -$12.4K 0.02% 692
2021
Q4 		$334K Sell
3,640
-182
-5% -$15.9K 0.02% 609
2021
Q3 		$269K Buy
3,822
+31
+0.8% +$2.4K 0.02% 381
2021
Q2 		$293K Sell
3,791
-779
-17% -$49.8K 0.02% 588
2021
Q1 		$298K Sell
4,570
-620
-12% -$47.9K 0.03% 519
2020
Q4 		$416K Sell
5,190
-34,400
-87% -$2.6M 0.04% 385
2020
Q3 		$2.05M Buy
+39,590
New +$1.81M 0.16% 150

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

J.W. Cole Advisors's TTD Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 37,989 shares — an estimated $1.43M sold.

J.W. Cole Advisors first reported a position in TTD in Q3 2020 and held it in 20 quarters. The position peaked at $3.49M in Q4 2024. 777 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 37,989 Trade Desk shares in Q1 2026, an estimated $1.43M.
  • J.W. Cole Advisors first reported a position in Trade Desk in Q3 2020 and held it in 20 quarters.
  • J.W. Cole Advisors's Trade Desk position peaked at $3.49M in Q4 2024.
  • 777 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.