LWM
TTD icon

Lodestone Wealth Management’s Trade Desk TTD Stock Holding History

Lodestone Wealth Management’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 		$1.03K Hold
57
– – ﹤0.01% 726
2026
Q1 		$1.29K Hold
57
– – ﹤0.01% 705
2025
Q4 		$2.16K Buy
+57
New +$2.53K ﹤0.01% 669

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Lodestone Wealth Management's TTD Position: Q2 2026 in Review

Lodestone Wealth Management held its Trade Desk (TTD) position steady in Q2 2026 at 57 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Lodestone Wealth Management first reported a position in TTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16K in Q4 2025. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Lodestone Wealth Management held 57 shares of Trade Desk worth $1.03K as of Q2 2026.
  • Lodestone Wealth Management left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Lodestone Wealth Management first reported a position in Trade Desk in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Trade Desk position peaked at $2.16K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.