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Montag & Associates’s Trade Desk TTD Stock Holding History

Montag & Associates’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 		$217 Hold
12
– – ﹤0.01% 953
2026
Q1 		$273 Hold
12
– – ﹤0.01% 929
2025
Q4 		$456 Sell
12
-343
-97% -$15.2K ﹤0.01% 943
2025
Q3 		$17.4K Buy
355
+45
+15% +$2.85K ﹤0.01% 703
2025
Q2 		$22.3K Buy
310
+64
+26% +$4.09K ﹤0.01% 669
2025
Q1 		$13.5K Sell
246
-25
-9% -$2.26K ﹤0.01% 757
2024
Q4 		$31.8K Hold
271
– – ﹤0.01% 663
2024
Q3 		$29.7K Sell
271
-35
-11% -$3.49K ﹤0.01% 688
2024
Q2 		$29.9K Buy
306
+4
+1% +$361 ﹤0.01% 666
2024
Q1 		$26.4K Hold
302
– – ﹤0.01% 670
2023
Q4 		$21.7K Sell
302
-5
-2% -$367 ﹤0.01% 685
2023
Q3 		$24K Hold
307
– – ﹤0.01% 650
2023
Q2 		$23.7K Sell
307
-594
-66% -$40.2K ﹤0.01% 659
2023
Q1 		$54.9K Sell
901
-52
-5% -$2.77K ﹤0.01% 539
2022
Q4 		$42.7K Sell
953
-286
-23% -$14.5K ﹤0.01% 570
2022
Q3 		$74K Hold
1,239
– – 0.01% 479
2022
Q2 		$52K Hold
1,239
– – ﹤0.01% 521
2022
Q1 		$86K Buy
1,239
+90
+8% +$6.5K ﹤0.01% 488
2021
Q4 		$105K Buy
1,149
+186
+19% +$16.3K 0.01% 469
2021
Q3 		$68K Buy
963
+373
+63% +$28.8K ﹤0.01% 525
2021
Q2 		$46K Sell
590
-680
-54% -$43.5K ﹤0.01% 561
2021
Q1 		$83K Sell
1,270
-1,680
-57% -$130K ﹤0.01% 496
2020
Q4 		$236K Buy
+2,950
New +$223K 0.01% 343

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Montag & Associates's TTD Position: Q2 2026 in Review

Montag & Associates held its Trade Desk (TTD) position steady in Q2 2026 at 12 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Montag & Associates first reported a position in TTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $236K in Q4 2020. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Montag & Associates held 12 shares of Trade Desk worth $217 as of Q2 2026.
  • Montag & Associates left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #953 holding.
  • Montag & Associates first reported a position in Trade Desk in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Trade Desk position peaked at $236K in Q4 2020.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.