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
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

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

Jacksonville Wealth Management's TTD Position: Q1 2026 in Review

Jacksonville Wealth Management increased its Trade Desk (TTD) stake by 5.4% in Q1 2026, buying an estimated $27.3K and bringing the position to 18,398 shares worth $417K. The position accounts for 0.28% of the portfolio, ranked #48.

Jacksonville Wealth Management first reported a position in TTD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2024. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Jacksonville Wealth Management held 18,398 shares of Trade Desk worth $417K as of Q1 2026.
  • Jacksonville Wealth Management bought 946 Trade Desk shares in Q1 2026, an estimated $27.3K.
  • Trade Desk made up 0.28% of Jacksonville Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Jacksonville Wealth Management first reported a position in Trade Desk in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Trade Desk position peaked at $1.32M in Q4 2024.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.