MWM
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Moran Wealth Management’s Trade Desk TTD Stock Holding History

Moran 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
-148,567
Closed -$5.64M – 559
2025
Q4 		$5.64M Buy
+148,567
New +$6.59M 0.17% 172
2025
Q3 		– Sell
-118,932
Closed -$8.56M – 536
2025
Q2 		$8.56M Buy
118,932
+6,062
+5% +$387K 0.26% 120
2025
Q1 		$6.18M Buy
+112,870
New +$10.2M 0.21% 146
2023
Q3 		– Sell
-9,131
Closed -$705K – 428
2023
Q2 		$705K Sell
9,131
-3,506
-28% -$237K 0.03% 280
2023
Q1 		$770K Sell
12,637
-183,476
-94% -$9.77M 0.03% 275
2022
Q4 		$8.79M Buy
+196,113
New +$9.94M 0.33% 101

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

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

Moran Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 148,567 shares — an estimated $5.64M sold.

Moran Wealth Management first reported a position in TTD in Q4 2022 and held it in 6 quarters. The position peaked at $8.79M in Q4 2022. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Moran Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 148,567 Trade Desk shares in Q1 2026, an estimated $5.64M.
  • Moran Wealth Management first reported a position in Trade Desk in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Trade Desk position peaked at $8.79M in Q4 2022.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.