KWM
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Kingsview Wealth Management’s Trade Desk TTD Stock Holding History

Kingsview 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 		$346K Sell
19,120
-126
-0.7% -$2.68K ﹤0.01% 1125
2026
Q1 		$437K Buy
19,246
+263
+1% +$7.59K 0.01% 950
2025
Q4 		$721K Buy
18,983
+2,534
+15% +$112K 0.01% 729
2025
Q3 		$806K Buy
16,449
+4,496
+38% +$285K 0.01% 665
2025
Q2 		$860K Buy
11,953
+1,990
+20% +$127K 0.01% 627
2025
Q1 		$545K Buy
9,963
+525
+6% +$47.5K 0.01% 700
2024
Q4 		$1.11M Sell
9,438
-792
-8% -$98K 0.02% 520
2024
Q3 		$1.12M Sell
10,230
-170
-2% -$17K 0.02% 504
2024
Q2 		$1.02M Sell
10,400
-80
-0.8% -$7.22K 0.02% 503
2024
Q1 		$916K Sell
10,480
-3,469
-25% -$263K 0.02% 520
2023
Q4 		$1M Buy
13,949
+3,367
+32% +$247K 0.03% 471
2023
Q3 		$827K Sell
10,582
-1,030
-9% -$83.3K 0.03% 488
2023
Q2 		$897K Sell
11,612
-4,159
-26% -$281K 0.04% 439
2023
Q1 		$961K Buy
15,771
+6,107
+63% +$325K 0.04% 417
2022
Q4 		$433K Sell
9,664
-248
-3% -$12.6K 0.02% 550
2022
Q3 		$592K Sell
9,912
-6,476
-40% -$369K 0.03% 460
2022
Q2 		$686K Sell
16,388
-4,239
-21% -$232K 0.03% 463
2022
Q1 		$1.43M Sell
20,627
-14,078
-41% -$1.02M 0.06% 304
2021
Q4 		$3.18M Sell
34,705
-85
-0.2% -$7.45K 0.13% 168
2021
Q3 		$2.45M Sell
34,790
-9,639
-22% -$745K 0.12% 192
2021
Q2 		$3.41M Buy
44,429
+10,709
+32% +$684K 0.17% 137
2021
Q1 		$2.22M Buy
33,720
+11,140
+49% +$861K 0.13% 173
2020
Q4 		$1.81M Buy
22,580
+4,130
+22% +$312K 0.13% 172
2020
Q3 		$957K Buy
18,450
+7,760
+73% +$354K 0.09% 234
2020
Q2 		$435K Buy
+10,690
New +$322K 0.04% 354

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

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

Kingsview Wealth Management reduced its Trade Desk (TTD) stake by 0.65% in Q2 2026, selling an estimated $2.68K and leaving 19,120 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Kingsview Wealth Management first reported a position in TTD in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.41M in Q2 2021. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Kingsview Wealth Management held 19,120 shares of Trade Desk worth $346K as of Q2 2026.
  • Kingsview Wealth Management sold 126 Trade Desk shares in Q2 2026, an estimated $2.68K.
  • Trade Desk made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • Kingsview Wealth Management first reported a position in Trade Desk in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Trade Desk position peaked at $3.41M in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.