MWM
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Mission Wealth Management’s Trade Desk TTD Stock Holding History

Mission 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 		$1.34M Buy
73,898
+23,951
+48% +$509K 0.02% 396
2026
Q1 		$1.13M Sell
49,947
-307,461
-86% -$8.88M 0.02% 308
2025
Q4 		$13.6M Buy
357,408
+2,558
+0.7% +$113K 0.27% 55
2025
Q3 		$17.4M Sell
354,850
-13,285
-4% -$843K 0.35% 47
2025
Q2 		$26.5M Sell
368,135
-11,553
-3% -$738K 0.57% 29
2025
Q1 		$20.8M Sell
379,688
-31,103
-8% -$2.81M 0.51% 33
2024
Q4 		$48.3M Sell
410,791
-11,592
-3% -$1.43M 1.13% 16
2024
Q3 		$46.3M Sell
422,383
-60,694
-13% -$6.06M 1.12% 16
2024
Q2 		$47.2M Sell
483,077
-30,578
-6% -$2.76M 1.25% 13
2024
Q1 		$44.9M Sell
513,655
-9,669
-2% -$733K 1.18% 13
2023
Q4 		$37.7M Sell
523,324
-56,394
-10% -$4.14M 1.22% 15
2023
Q3 		$45.3M Buy
579,718
+83,090
+17% +$6.72M 1.69% 12
2023
Q2 		$38.3M Buy
496,628
+172,660
+53% +$11.7M 1.45% 15
2023
Q1 		$19.7M Sell
323,968
-698
-0.2% -$37.2K 0.83% 22
2022
Q4 		$14.6M Buy
324,666
+15,300
+5% +$776K 0.7% 24
2022
Q3 		$18.5M Sell
309,366
-34,115
-10% -$1.94M 0.98% 19
2022
Q2 		$14.4M Sell
343,481
-8,777
-2% -$481K 0.76% 21
2022
Q1 		$24.4M Buy
352,258
+395
+0.1% +$28.5K 1.13% 18
2021
Q4 		$32.2M Buy
351,863
+257,918
+275% +$22.6M 1.45% 17
2021
Q3 		$6.6M Buy
93,945
+95
+0.1% +$7.34K 0.34% 45
2021
Q2 		$7.26M Buy
93,850
+4,250
+5% +$272K 0.38% 40
2021
Q1 		$5.84M Sell
89,600
-3,210
-3% -$248K 0.34% 44
2020
Q4 		$7.43M Buy
+92,810
New +$7.01M 0.47% 37

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

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

Mission Wealth Management increased its Trade Desk (TTD) stake by 48% in Q2 2026, buying an estimated $509K and bringing the position to 73,898 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #396.

Mission Wealth Management first reported a position in TTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $48.3M in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Mission Wealth Management held 73,898 shares of Trade Desk worth $1.34M as of Q2 2026.
  • Mission Wealth Management bought 23,951 Trade Desk shares in Q2 2026, an estimated $509K.
  • Trade Desk made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Mission Wealth Management first reported a position in Trade Desk in Q4 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's Trade Desk position peaked at $48.3M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.