N.E.W. Advisory Services’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.96K Hold
440
﹤0.01% 677
2026
Q1
$9.98K Hold
440
﹤0.01% 634
2025
Q4
$16.7K Buy
440
+15
+4% +$665 ﹤0.01% 531
2025
Q3
$20.8K Buy
+425
New +$27K ﹤0.01% 460

Other funds holding TTD

N.E.W. Advisory Services's TTD Position: Q2 2026 in Review

N.E.W. Advisory Services held its Trade Desk (TTD) position steady in Q2 2026 at 440 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

N.E.W. Advisory Services first reported a position in TTD in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.8K in Q3 2025. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • N.E.W. Advisory Services held 440 shares of Trade Desk worth $7.96K as of Q2 2026.
  • N.E.W. Advisory Services left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #677 holding.
  • N.E.W. Advisory Services first reported a position in Trade Desk in Q3 2025 and has held it in 4 quarters since.
  • N.E.W. Advisory Services's Trade Desk position peaked at $20.8K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.