JWM
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Jacksonville Wealth Management’s Trade Desk TTD Stock Holding History

Jacksonville 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 		$340K Buy
18,815
+417
+2% +$8.86K 0.19% 59
2026
Q1 		$417K Buy
18,398
+946
+5% +$27.3K 0.28% 48
2025
Q4 		$662K Buy
17,452
+1,328
+8% +$58.9K 0.47% 39
2025
Q3 		$790K Buy
16,124
+438
+3% +$27.8K 0.58% 34
2025
Q2 		$1.13M Buy
15,686
+4,064
+35% +$259K 0.91% 26
2025
Q1 		$636K Buy
11,622
+411
+4% +$37.2K 0.63% 32
2024
Q4 		$1.32M Buy
+11,211
New +$1.39M 1.23% 21

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

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

Jacksonville Wealth Management increased its Trade Desk (TTD) stake by 2.3% in Q2 2026, buying an estimated $8.86K and bringing the position to 18,815 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #59.

Jacksonville Wealth Management first reported a position in TTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2024. 685 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Jacksonville Wealth Management held 18,815 shares of Trade Desk worth $340K as of Q2 2026.
  • Jacksonville Wealth Management bought 417 Trade Desk shares in Q2 2026, an estimated $8.86K.
  • Trade Desk made up 0.19% of Jacksonville Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Jacksonville Wealth Management first reported a position in Trade Desk in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Trade Desk position peaked at $1.32M in Q4 2024.
  • 685 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.