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Laurel Wealth Advisors (North Carolina)’s Trade Desk TTD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-100
Closed -$3.8K – 608
2025
Q4 		$3.8K Buy
+100
New +$4.43K ﹤0.01% 568
2025
Q2 		– Sell
-300
Closed -$16.4K – 626
2025
Q1 		$16.4K Sell
300
-1
-0.3% -$90 ﹤0.01% 427
2024
Q4 		$35.4K Buy
301
+1
+0.3% +$124 0.01% 351
2024
Q3 		$32.9K Sell
300
-54
-15% -$5.39K 0.01% 349
2024
Q2 		$34.6K Hold
354
– – 0.01% 321
2024
Q1 		$30.9K Buy
+354
New +$26.8K 0.01% 340

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TTD Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 100 shares — an estimated $3.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TTD in Q1 2024 and held it in 6 quarters. The position peaked at $35.4K in Q4 2024. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Trade Desk shares in Q1 2026, an estimated $3.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Trade Desk in Q1 2024 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Trade Desk position peaked at $35.4K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.