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
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

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

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

Mission Wealth Management reduced its Trade Desk (TTD) stake by 86% in Q1 2026, selling an estimated $8.88M and leaving 49,947 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #308.

Mission Wealth Management first reported a position in TTD in Q4 2020 and has held it in 22 quarters since. The position peaked at $48.3M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Mission Wealth Management held 49,947 shares of Trade Desk worth $1.13M as of Q1 2026.
  • Mission Wealth Management sold 307,461 Trade Desk shares in Q1 2026, an estimated $8.88M.
  • Trade Desk made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Mission Wealth Management first reported a position in Trade Desk in Q4 2020 and has held it in 22 quarters since.
  • Mission Wealth Management's Trade Desk position peaked at $48.3M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.