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Moneta Group Investment Advisors’s Trade Desk TTD Stock Holding History

Moneta Group Investment Advisors’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
-7,118
Closed -$270K – 854
2025
Q4 		$270K Buy
7,118
+731
+11% +$32.4K ﹤0.01% 663
2025
Q3 		$313K Buy
6,387
+5,131
+409% +$326K ﹤0.01% 606
2025
Q2 		$509K Buy
+1,256
New +$80.2K 0.01% 432
2025
Q1 		– Sell
-3,430
Closed -$403K – 704
2024
Q4 		$403K Buy
3,430
+640
+23% +$79.2K 0.01% 468
2024
Q3 		$306K Buy
2,790
+449
+19% +$44.8K ﹤0.01% 514
2024
Q2 		$229K Sell
2,341
-252
-10% -$22.7K ﹤0.01% 551
2024
Q1 		$227K Buy
+2,593
New +$196K ﹤0.01% 550

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

Moneta Group Investment Advisors's TTD Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 7,118 shares — an estimated $270K sold.

Moneta Group Investment Advisors first reported a position in TTD in Q1 2024 and held it in 7 quarters. The position peaked at $509K in Q2 2025. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,118 Trade Desk shares in Q1 2026, an estimated $270K.
  • Moneta Group Investment Advisors first reported a position in Trade Desk in Q1 2024 and held it in 7 quarters.
  • Moneta Group Investment Advisors's Trade Desk position peaked at $509K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.