MWM
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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
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 -$287 – 469
2019
Q2 		$287 Buy
+1,260
New +$27.1K 0.01% 468

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Meridian Wealth Management's TTD Position: Q1 2026 in Review

Meridian Wealth Management reduced its Trade Desk (TTD) stake by 34% in Q1 2026, selling an estimated $315K and leaving 21,619 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #520.

Meridian Wealth Management first reported a position in TTD in Q2 2019 and has held it in 24 quarters since. The position peaked at $11.2M in Q4 2020. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Meridian Wealth Management held 21,619 shares of Trade Desk worth $491K as of Q1 2026.
  • Meridian Wealth Management sold 10,923 Trade Desk shares in Q1 2026, an estimated $315K.
  • Trade Desk made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #520 holding.
  • Meridian Wealth Management first reported a position in Trade Desk in Q2 2019 and has held it in 24 quarters since.
  • Meridian Wealth Management's Trade Desk position peaked at $11.2M in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.