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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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.