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Morningstar Investment Management’s Trade Desk TTD Stock Holding History

Morningstar Investment 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
-39,766
Closed -$1.51M – 368
2025
Q4 		$1.51M Hold
39,766
– – 0.09% 190
2025
Q3 		$1.95M Buy
39,766
+36,220
+1,021% +$2.3M 0.07% 253
2025
Q2 		$255K Buy
+3,546
New +$226K 0.02% 178

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $69.6B AUM 42.52% 1-Year Est. Return

Morningstar Investment Management's TTD Position: Q1 2026 in Review

Morningstar Investment Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 39,766 shares — an estimated $1.51M sold.

Morningstar Investment Management first reported a position in TTD in Q2 2025 and held it in 3 quarters. The position peaked at $1.95M in Q3 2025. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Morningstar Investment Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 39,766 Trade Desk shares in Q1 2026, an estimated $1.51M.
  • Morningstar Investment Management first reported a position in Trade Desk in Q2 2025 and held it in 3 quarters.
  • Morningstar Investment Management's Trade Desk position peaked at $1.95M in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.