One Charles Private Wealth Services’s Trade Desk TTD Stock Holding History

One Charles Private Wealth Services’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	-6,125	Closed	-$233K	–	173
2025 Q4	$233K	Hold	6,125	–	–	0.06%	147
2025 Q3	$300K	Sell	6,125 -1,000	-14%	-$63.5K	0.08%	123
2025 Q2	$513K	Buy	7,125 +944	+15%	+$60.3K	0.14%	79
2025 Q1	$338K	Hold	6,181	–	–	0.11%	96
2024 Q4	$726K	Buy	6,181 +56	+0.9%	+$6.93K	0.24%	59
2024 Q3	$672K	Hold	6,125	–	–	0.26%	64
2024 Q2	$598K	Sell	6,125 -1,100	-15%	-$99.2K	0.25%	69
2024 Q1	$632K	Hold	7,225	–	–	0.28%	66
2023 Q4	$520K	Sell	7,225 -1,000	-12%	-$73.5K	0.28%	74
2023 Q3	$643K	Sell	8,225 -1,275	-13%	-$103K	0.38%	47
2023 Q2	$734K	Hold	9,500	–	–	0.43%	44
2023 Q1	$579K	Hold	9,500	–	–	0.36%	50
2022 Q4	$426K	Buy	+9,500	New	+$482K	0.28%	64

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

One Charles Private Wealth Services's TTD Position: Q1 2026 in Review

One Charles Private Wealth Services sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,125 shares — an estimated $233K sold.

One Charles Private Wealth Services first reported a position in TTD in Q4 2022 and held it in 13 quarters. The position peaked at $734K in Q2 2023. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

One Charles Private Wealth Services reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
One Charles Private Wealth Services sold 6,125 Trade Desk shares in Q1 2026, an estimated $233K.
One Charles Private Wealth Services first reported a position in Trade Desk in Q4 2022 and held it in 13 quarters.
One Charles Private Wealth Services's Trade Desk position peaked at $734K in Q2 2023.
772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on One Charles Private Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.