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	–	Sell	-24,800	Closed	-$941K	–	780
2025 Q4	$941K	Buy	+24,800	New	+$1.1M	0.02%	346
2025 Q2	–	Hold	0	–	-$2.19M	–	709
2025 Q1	–	Hold	0	–	–	–	184
2024 Q4	–	Hold	0	–	–	–	61
2024 Q3	–	Hold	0	–	–	–	68
2024 Q2	–	Hold	0	–	–	–	122
2024 Q1	–	Hold	0	–	–	–	81
2023 Q4	–	Hold	0	–	–	–	72
2022 Q2	–	Sell	-22,700	Closed	-$1.57M	–	559
2022 Q1	$1.57M	Hold	22,700	–	–	0.07%	135
2021 Q4	$2.08M	Sell	22,700 -22,700	-50%	-$1.99M	0.09%	110
2021 Q3	$3.19M	Hold	45,400	–	–	0.16%	74
2021 Q2	$3.51M	Buy	+45,400	New	+$2.9M	0.19%	63

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.