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
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

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

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

Kingsview Wealth Management increased its Trade Desk (TTD) stake by 1.4% in Q1 2026, buying an estimated $7.59K and bringing the position to 19,246 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #950.

Kingsview Wealth Management first reported a position in TTD in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.41M in Q2 2021. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Kingsview Wealth Management held 19,246 shares of Trade Desk worth $437K as of Q1 2026.
  • Kingsview Wealth Management bought 263 Trade Desk shares in Q1 2026, an estimated $7.59K.
  • Trade Desk made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #950 holding.
  • Kingsview Wealth Management first reported a position in Trade Desk in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's Trade Desk position peaked at $3.41M in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.