JWA
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JFS Wealth Advisors’s Trade Desk TTD Stock Holding History

JFS Wealth 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
Q2 		$4.34K Sell
240
-12
-5% -$255 ﹤0.01% 1334
2026
Q1 		$5.72K Sell
252
-8
-3% -$231 ﹤0.01% 1145
2025
Q4 		$9.87K Sell
260
-17
-6% -$754 ﹤0.01% 982
2025
Q3 		$13.6K Sell
277
-204
-42% -$12.9K ﹤0.01% 801
2025
Q2 		$34.6K Sell
481
-105
-18% -$6.71K ﹤0.01% 544
2025
Q1 		$32.1K Buy
586
+9
+2% +$814 ﹤0.01% 555
2024
Q4 		$67.8K Buy
577
+203
+54% +$25.1K ﹤0.01% 408
2024
Q3 		$41K Buy
374
+247
+194% +$24.6K ﹤0.01% 503
2024
Q2 		$12.4K Hold
127
– – ﹤0.01% 729
2024
Q1 		$11.1K Hold
127
– – ﹤0.01% 784
2023
Q4 		$9.14K Sell
127
-1
-0.8% -$73 ﹤0.01% 801
2023
Q3 		$10K Buy
128
+4
+3% +$323 ﹤0.01% 730
2023
Q2 		$9.58K Buy
124
+1
+0.8% +$68 ﹤0.01% 744
2023
Q1 		$7.49K Buy
123
+14
+13% +$745 ﹤0.01% 824
2022
Q4 		$4.89K Sell
109
-414
-79% -$21K ﹤0.01% 1000
2022
Q3 		$31K Buy
523
+48
+10% +$2.73K ﹤0.01% 472
2022
Q2 		$20K Sell
475
-18
-4% -$986 ﹤0.01% 590
2022
Q1 		$34K Buy
493
+27
+6% +$1.95K ﹤0.01% 500
2021
Q4 		$43K Buy
466
+16
+4% +$1.4K ﹤0.01% 447
2021
Q3 		$32K Buy
450
+380
+543% +$29.4K ﹤0.01% 477
2021
Q2 		$5K Sell
70
-100
-59% -$6.39K ﹤0.01% 499
2021
Q1 		$11K Buy
170
+100
+143% +$7.73K ﹤0.01% 409
2020
Q4 		$6K Sell
70
-30
-30% -$2.27K ﹤0.01% 457
2020
Q3 		$5K Hold
100
– – ﹤0.01% 451
2020
Q2 		$4K Buy
100
+30
+43% +$904 ﹤0.01% 450
2020
Q1 		$1K Buy
+70
New +$1.81K ﹤0.01% 490

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

JFS Wealth Advisors's TTD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Trade Desk (TTD) stake by 4.8% in Q2 2026, selling an estimated $255 and leaving 240 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

JFS Wealth Advisors first reported a position in TTD in Q1 2020 and has held it in 26 quarters since. The position peaked at $67.8K in Q4 2024. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • JFS Wealth Advisors held 240 shares of Trade Desk worth $4.34K as of Q2 2026.
  • JFS Wealth Advisors sold 12 Trade Desk shares in Q2 2026, an estimated $255.
  • Trade Desk made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1334 holding.
  • JFS Wealth Advisors first reported a position in Trade Desk in Q1 2020 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Trade Desk position peaked at $67.8K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.