Lyell Wealth Management’s Trade Desk TTD Stock Holding History

Lyell 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	–	Sell	-40,000	Closed	-$908K	–	240
2026 Q1	$908K	Hold	40,000	–	–	0.07%	122
2025 Q4	$1.52M	Sell	40,000 -37,522	-48%	-$1.66M	0.11%	97
2025 Q3	$3.8M	Sell	77,522 -14,550	-16%	-$923K	0.28%	75
2025 Q2	$6.63M	Sell	92,072 -6,267	-6%	-$400K	0.52%	64
2025 Q1	$5.38M	Hold	98,339	–	–	0.5%	64
2024 Q4	$11.6M	Buy	98,339 +19,204	+24%	+$2.38M	1.04%	32
2024 Q3	$8.68M	Sell	79,135 -10,000	-11%	-$998K	0.79%	43
2024 Q2	$8.71M	Sell	89,135 -10,555	-11%	-$952K	0.83%	41
2024 Q1	$8.71M	Hold	99,690	–	–	0.89%	38
2023 Q4	$7.17M	Buy	99,690 +31,700	+47%	+$2.33M	0.82%	44
2023 Q3	$5.31M	Hold	67,990	–	–	0.71%	52
2023 Q2	$5.25M	Hold	67,990	–	–	0.67%	55
2023 Q1	$4.14M	Hold	67,990	–	–	0.58%	61
2022 Q4	$3.05M	Hold	67,990	–	–	0.48%	72
2022 Q3	$4.06M	Sell	67,990 -180	-0.3%	-$10.2K	0.69%	56
2022 Q2	$2.86M	Buy	68,170 +180	+0.3%	+$9.86K	0.47%	74
2022 Q1	$4.71M	Hold	67,990	–	–	0.61%	61
2021 Q4	$6.23M	Hold	67,990	–	–	0.71%	52
2021 Q3	$4.78M	Buy	67,990 +26,750	+65%	+$2.07M	0.58%	64
2021 Q2	$3.19M	Buy	+41,240	New	+$2.64M	0.39%	75

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Lyell Wealth Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 40,000 shares — an estimated $908K sold.

Lyell Wealth Management first reported a position in TTD in Q2 2021 and held it in 20 quarters. The position peaked at $11.6M in Q4 2024. 685 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Lyell Wealth Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
Lyell Wealth Management sold 40,000 Trade Desk shares in Q2 2026, an estimated $908K.
Lyell Wealth Management first reported a position in Trade Desk in Q2 2021 and held it in 20 quarters.
Lyell Wealth Management's Trade Desk position peaked at $11.6M in Q4 2024.
685 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.