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Legacy Wealth Management (Idaho)’s Trade Desk TTD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.09K Sell
92
-46
-33% -$1.33K ﹤0.01% 770
2025
Q4 		$5.24K Buy
138
+46
+50% +$2.04K ﹤0.01% 525
2025
Q3 		$4.51K Hold
92
– – ﹤0.01% 444
2025
Q2 		$6.62K Hold
92
– – ﹤0.01% 365
2025
Q1 		$5.04K Hold
92
– – ﹤0.01% 423
2024
Q4 		$10.8K Buy
92
+42
+84% +$5.2K 0.01% 278
2024
Q3 		$6.36K Buy
+50
New +$4.99K ﹤0.01% 366

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

Legacy Wealth Management (Idaho)'s TTD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Trade Desk (TTD) stake by 33% in Q1 2026, selling an estimated $1.33K and leaving 92 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Legacy Wealth Management (Idaho) first reported a position in TTD in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.8K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 92 shares of Trade Desk worth $2.09K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 46 Trade Desk shares in Q1 2026, an estimated $1.33K.
  • Trade Desk made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #770 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Trade Desk in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Trade Desk position peaked at $10.8K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.