Kestra Advisory Services’s Trade Desk TTD Stock Holding History

Kestra Advisory Services’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	$724K	Sell	31,893 -332	-1%	-$9.59K	﹤0.01%	1953
2025 Q4	$1.22M	Buy	32,225 +2,510	+8%	+$111K	0.01%	1511
2025 Q3	$1.46M	Sell	29,715 -1,294	-4%	-$82.1K	0.01%	1347
2025 Q2	$2.23M	Buy	31,009 +3,844	+14%	+$245K	0.01%	1029
2025 Q1	$1.49M	Buy	27,165 +7,481	+38%	+$677K	0.01%	1137
2024 Q4	$2.31M	Sell	19,684 -4,335	-18%	-$536K	0.01%	926
2024 Q3	$2.63M	Sell	24,019 -5,372	-18%	-$536K	0.01%	819
2024 Q2	$2.87M	Buy	29,391 +1,950	+7%	+$176K	0.02%	791
2024 Q1	$2.4M	Buy	27,441 +2,784	+11%	+$211K	0.02%	797
2023 Q4	$1.77M	Sell	24,657 -3,557	-13%	-$261K	0.01%	847
2023 Q3	$2.2M	Buy	28,214 +842	+3%	+$68.1K	0.02%	651
2023 Q2	$2.11M	Sell	27,372 -1,642	-6%	-$111K	0.02%	646
2023 Q1	$1.77M	Sell	29,014 -10,728	-27%	-$571K	0.02%	697
2022 Q4	$1.78M	Sell	39,742 -37,110	-48%	-$1.88M	0.02%	798
2022 Q3	$4.59M	Buy	76,852 +34,654	+82%	+$1.97M	0.05%	394
2022 Q2	$1.77M	Sell	42,198 -31,676	-43%	-$1.73M	0.02%	726
2022 Q1	$5.12M	Buy	73,874 +12,291	+20%	+$888K	0.05%	363
2021 Q4	$5.64M	Sell	61,583 -7,663	-11%	-$671K	0.06%	331
2021 Q3	$4.87M	Buy	69,246 +5,639	+9%	+$436K	0.05%	396
2021 Q2	$4.92M	Sell	63,607 -3,693	-5%	-$236K	0.06%	364
2021 Q1	$4.39M	Sell	67,300 -4,760	-7%	-$368K	0.06%	361
2020 Q4	$5.89M	Buy	72,060 +71,250	+8,796%	+$5.38M	0.07%	296
2020 Q3	$2.8M	Buy	+810	New	+$37K	0.05%	349

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kestra Advisory Services's TTD Position: Q1 2026 in Review

Kestra Advisory Services reduced its Trade Desk (TTD) stake by 1% in Q1 2026, selling an estimated $9.59K and leaving 31,893 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Kestra Advisory Services first reported a position in TTD in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.89M in Q4 2020. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Kestra Advisory Services held 31,893 shares of Trade Desk worth $724K as of Q1 2026.
Kestra Advisory Services sold 332 Trade Desk shares in Q1 2026, an estimated $9.59K.
Trade Desk made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1953 holding.
Kestra Advisory Services first reported a position in Trade Desk in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Trade Desk position peaked at $5.89M in Q4 2020.
773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.