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Loring Wolcott & Coolidge Fiduciary Advisors’s Trade Desk TTD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		$14M Sell
772,656
-148,604
-16% -$3.16M 0.14% 66
2026
Q1 		$18.5M Sell
921,260
-278,884
-23% -$8.05M 0.19% 59
2025
Q4 		$38.6M Sell
1,200,144
-226,293
-16% -$10M 0.35% 50
2025
Q3 		$77.2M Buy
1,426,437
+120,322
+9% +$7.63M 0.68% 34
2025
Q2 		$94M Sell
1,306,115
-3,262
-0.2% -$208K 0.83% 33
2025
Q1 		$65.6M Sell
1,309,377
-2,885
-0.2% -$261K 0.64% 39
2024
Q4 		$156M Sell
1,312,262
-26,592
-2% -$3.29M 1.34% 24
2024
Q3 		$158M Sell
1,338,854
-28,294
-2% -$2.82M 1.41% 25
2024
Q2 		$138M Sell
1,367,148
-28,852
-2% -$2.6M 1.27% 25
2024
Q1 		$109M Sell
1,396,000
-33,117
-2% -$2.51M 1.08% 27
2023
Q4 		$97.8M Sell
1,429,117
-4,345
-0.3% -$319K 0.97% 27
2023
Q3 		$108M Sell
1,433,462
-28,477
-2% -$2.3M 1.21% 26
2023
Q2 		$113M Sell
1,461,939
-43,852
-3% -$2.97M 1.21% 26
2023
Q1 		$91.7M Sell
1,505,791
-10,980
-0.7% -$584K 1.05% 29
2022
Q4 		$68M Sell
1,516,771
-12,436
-0.8% -$631K 0.84% 31
2022
Q3 		$91.4M Sell
1,529,207
-1,691
-0.1% -$96.2K 1.19% 25
2022
Q2 		$64.1M Sell
1,530,898
-34
-0% -$1.86K 0.79% 36
2022
Q1 		$106M Sell
1,530,932
-23,600
-2% -$1.7M 1.09% 31
2021
Q4 		$142M Buy
1,554,532
+16,558
+1% +$1.45M 1.31% 26
2021
Q3 		$108M Buy
1,537,974
+14,313
+0.9% +$1.11M 1.07% 31
2021
Q2 		$118M Sell
1,523,661
-125,359
-8% -$8.01M 1.19% 30
2021
Q1 		$107M Sell
1,649,020
-14,680
-0.9% -$1.13M 1.19% 29
2020
Q4 		$133M Sell
1,663,700
-2,710
-0.2% -$205K 1.49% 24
2020
Q3 		$86.5M Sell
1,666,410
-4,760
-0.3% -$217K 1.09% 30
2020
Q2 		$67.9M Buy
1,671,170
+99,780
+6% +$3.01M 0.94% 32
2020
Q1 		$30.3M Buy
1,571,390
+349,130
+29% +$9.03M 0.51% 40
2019
Q4 		$31.8M Buy
1,222,260
+1,115,390
+1,044% +$25.1M 0.43% 47
2019
Q3 		$2M Buy
106,870
+4,230
+4% +$101K 0.03% 114
2019
Q2 		$2.34M Hold
102,640
– – 0.03% 110
2019
Q1 		$2.03M Hold
102,640
– – 0.03% 118
2018
Q4 		$1.19M Buy
102,640
+1,350
+1% +$16.9K 0.02% 137
2018
Q3 		$1.53M Buy
101,290
+8,150
+9% +$96.7K 0.02% 136
2018
Q2 		$874K Hold
93,140
– – 0.02% 171
2018
Q1 		$462K Buy
93,140
+24,490
+36% +$125K 0.01% 206
2017
Q4 		$314K Buy
+68,650
New +$379K 0.01% 234

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TTD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Trade Desk (TTD) stake by 16% in Q2 2026, selling an estimated $3.16M and leaving 772,656 shares worth $14M. The position accounts for 0.14% of the portfolio, ranked #66.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TTD in Q4 2017 and has held it in 35 quarters since. The position peaked at $158M in Q3 2024. 335 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 772,656 shares of Trade Desk worth $14M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 148,604 Trade Desk shares in Q2 2026, an estimated $3.16M.
  • Trade Desk made up 0.14% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #66 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Trade Desk in Q4 2017 and has held it in 35 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Trade Desk position peaked at $158M in Q3 2024.
  • 335 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.