Kovitz Investment Group Partners
TTD icon

Kovitz Investment Group Partners’s Trade Desk TTD Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-7,532
Closed -$286K – 522
2025
Q4 		$286K Sell
7,532
-12,746
-63% -$565K 0.01% 439
2025
Q3 		$994K Buy
20,278
+14,506
+251% +$920K ﹤0.01% 846
2025
Q2 		$416K Sell
5,772
-1,681
-23% -$107K ﹤0.01% 1037
2025
Q1 		$408K Sell
7,453
-6,298
-46% -$570K ﹤0.01% 966
2024
Q4 		$1.62M Buy
13,751
+2,149
+19% +$266K 0.01% 614
2024
Q3 		$1.2M Buy
11,602
+2,806
+32% +$280K 0.01% 587
2024
Q2 		$859K Buy
8,796
+172
+2% +$15.5K 0.01% 568
2024
Q1 		$754K Buy
+8,624
New +$653K 0.01% 450

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Kovitz Investment Group Partners's TTD Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 7,532 shares — an estimated $286K sold.

Kovitz Investment Group Partners first reported a position in TTD in Q1 2024 and held it in 8 quarters. The position peaked at $1.62M in Q4 2024. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,532 Trade Desk shares in Q1 2026, an estimated $286K.
  • Kovitz Investment Group Partners first reported a position in Trade Desk in Q1 2024 and held it in 8 quarters.
  • Kovitz Investment Group Partners's Trade Desk position peaked at $1.62M in Q4 2024.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.