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LifeSteps Financial’s Trade Desk TTD Stock Holding History

LifeSteps Financial’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
Q2 		$3.98K Buy
+220
New +$4.67K ﹤0.01% 576
2024
Q2 		– Sell
-220
Closed -$19.2K – 377
2024
Q1 		$19.2K Buy
+220
New +$16.7K 0.01% 230

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LifeSteps Financial's TTD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Trade Desk (TTD) in Q2 2026: 220 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TTD as recently as Q1 2024.

LifeSteps Financial first reported a position in TTD in Q1 2024 and has held it in 2 quarters since. The position peaked at $19.2K in Q1 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • LifeSteps Financial held 220 shares of Trade Desk worth $3.98K as of Q2 2026.
  • Trade Desk was a new LifeSteps Financial position in Q2 2026.
  • Trade Desk made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #576 holding.
  • LifeSteps Financial first reported a position in Trade Desk in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Trade Desk position peaked at $19.2K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.