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Meridian Wealth Management’s Trade Desk TTD Stock Holding History

Meridian 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
-21,619
Closed -$491K – 868
2026
Q1 		$491K Sell
21,619
-10,923
-34% -$315K 0.02% 520
2025
Q4 		$1.24M Buy
+32,542
New +$1.44M 0.04% 314
2025
Q3 		– Sell
-13,015
Closed -$937K – 728
2025
Q2 		$937K Sell
13,015
-956
-7% -$61K 0.04% 322
2025
Q1 		$764K Sell
13,971
-1,985
-12% -$180K 0.04% 336
2024
Q4 		$1.88M Sell
15,956
-532
-3% -$65.8K 0.09% 192
2024
Q3 		$1.81M Buy
16,488
+751
+5% +$74.9K 0.09% 194
2024
Q2 		$1.54M Buy
+15,737
New +$1.42M 0.18% 95
2024
Q1 		– Sell
-80,532
Closed -$5.8M – 521
2023
Q4 		$5.8M Sell
80,532
-878
-1% -$64.5K 0.37% 62
2023
Q3 		$6.36M Buy
81,410
+9,950
+14% +$804K 0.39% 51
2023
Q2 		$5.52M Sell
71,460
-10,950
-13% -$741K 0.47% 37
2023
Q1 		$5.02M Buy
82,410
+190
+0.2% +$10.1K 0.44% 43
2022
Q4 		$3.69M Sell
82,220
-2,576
-3% -$131K 0.36% 60
2022
Q3 		$5.07M Sell
84,796
-24
-0% -$1.37K 0.55% 33
2022
Q2 		$3.55M Sell
84,820
-190
-0.2% -$10.4K 0.29% 86
2022
Q1 		$5.89M Sell
85,010
-700
-0.8% -$50.6K 0.64% 26
2021
Q4 		$7.85M Buy
85,710
+144
+0.2% +$12.6K 0.84% 22
2021
Q3 		$6.01M Buy
85,566
+7,726
+10% +$597K 0.74% 26
2021
Q2 		$6.02M Sell
77,840
-43,540
-36% -$2.78M 0.77% 24
2021
Q1 		$7.91M Sell
121,380
-18,250
-13% -$1.41M 1.15% 13
2020
Q4 		$11.2M Sell
139,630
-10,190
-7% -$769K 1.77% 10
2020
Q3 		$7.77M Buy
149,820
+9,430
+7% +$431K 1.91% 9
2020
Q2 		$5.71M Buy
140,390
+34,350
+32% +$1.04M 1.91% 9
2020
Q1 		$2.05M Buy
+106,040
New +$2.74M 0.91% 23
2019
Q3 		– Sell
-1,260
Closed -$28.7K – 469
2019
Q2 		$28.7K Buy
+1,260
New +$27.1K 0.01% 468

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

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

Meridian Wealth Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 21,619 shares — an estimated $491K sold.

Meridian Wealth Management first reported a position in TTD in Q2 2019 and held it in 24 quarters. The position peaked at $11.2M in Q4 2020. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Meridian Wealth Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 21,619 Trade Desk shares in Q2 2026, an estimated $491K.
  • Meridian Wealth Management first reported a position in Trade Desk in Q2 2019 and held it in 24 quarters.
  • Meridian Wealth Management's Trade Desk position peaked at $11.2M in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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