Lido Advisors
TTD icon

Lido Advisors’s Trade Desk TTD Stock Holding History

Lido Advisors’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
-33,709
Closed -$1.63M – 2136
2025
Q4 		$1.63M Buy
33,709
+1,153
+4% +$51.1K ﹤0.01% 791
2025
Q3 		$1.6M Buy
32,556
+11,389
+54% +$723K 0.01% 762
2025
Q2 		$1.52M Sell
21,167
-1,851
-8% -$118K 0.01% 680
2025
Q1 		$1.26M Buy
23,018
+7,433
+48% +$672K 0.01% 677
2024
Q4 		$1.83M Buy
15,585
+347
+2% +$42.9K 0.01% 539
2024
Q3 		$1.67M Buy
15,238
+7,399
+94% +$738K 0.01% 524
2024
Q2 		$766K Sell
7,839
-3,707
-32% -$334K ﹤0.01% 775
2024
Q1 		$1.01M Buy
11,546
+2,858
+33% +$217K 0.01% 647
2023
Q4 		$625K Buy
8,688
+545
+7% +$40K ﹤0.01% 778
2023
Q3 		$636K Buy
8,143
+1,945
+31% +$157K ﹤0.01% 678
2023
Q2 		$479K Sell
6,198
-40,351
-87% -$2.73M ﹤0.01% 756
2023
Q1 		$2.84M Buy
46,549
+36,135
+347% +$1.92M 0.03% 281
2022
Q4 		$467K Sell
10,414
-3,672
-26% -$186K 0.01% 612
2022
Q3 		$841K Buy
14,086
+3,839
+37% +$218K 0.01% 410
2022
Q2 		$429K Sell
10,247
-2,493
-20% -$137K 0.01% 591
2022
Q1 		$882K Sell
12,740
-1,137
-8% -$82.1K 0.01% 426
2021
Q4 		$1.27M Sell
13,877
-2,151
-13% -$188K 0.01% 362
2021
Q3 		$1.13M Buy
16,028
+4,258
+36% +$329K 0.02% 376
2021
Q2 		$911K Sell
11,770
-3,370
-22% -$215K 0.01% 404
2021
Q1 		$987K Buy
15,140
+6,640
+78% +$513K 0.02% 340
2020
Q4 		$681K Buy
8,500
+2,460
+41% +$186K 0.01% 405
2020
Q3 		$314K Sell
6,040
-1,650
-21% -$75.3K 0.01% 474
2020
Q2 		$313K Buy
+7,690
New +$232K 0.01% 436
2020
Q1 		– Sell
-16,000
Closed -$416K – 675
2019
Q4 		$416K Sell
16,000
-9,220
-37% -$207K 0.02% 426
2019
Q3 		$473K Buy
+25,220
New +$600K 0.02% 343

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

Lido Advisors's TTD Position: Q1 2026 in Review

Lido Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 33,709 shares — an estimated $1.63M sold.

Lido Advisors first reported a position in TTD in Q3 2019 and held it in 25 quarters. The position peaked at $2.84M in Q1 2023. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Lido Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 33,709 Trade Desk shares in Q1 2026, an estimated $1.63M.
  • Lido Advisors first reported a position in Trade Desk in Q3 2019 and held it in 25 quarters.
  • Lido Advisors's Trade Desk position peaked at $2.84M in Q1 2023.
  • 778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.