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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-92
Closed -$2.09K – 900
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

Legacy Wealth Management (Idaho)'s TTD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 92 shares — an estimated $2.09K sold.

Legacy Wealth Management (Idaho) first reported a position in TTD in Q3 2024 and held it in 7 quarters. The position peaked at $10.8K in Q4 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 92 Trade Desk shares in Q2 2026, an estimated $2.09K.
  • Legacy Wealth Management (Idaho) first reported a position in Trade Desk in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Trade Desk position peaked at $10.8K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.