OWP
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ORG Wealth Partners’s Trade Desk TTD Stock Holding History

ORG Wealth Partners’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 		$9.04K Hold
500
– – ﹤0.01% 544
2026
Q1 		$11.3K Buy
+500
New +$14.4K ﹤0.01% 488

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

ORG Wealth Partners's TTD Position: Q2 2026 in Review

ORG Wealth Partners held its Trade Desk (TTD) position steady in Q2 2026 at 500 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

ORG Wealth Partners first reported a position in TTD in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2026. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • ORG Wealth Partners held 500 shares of Trade Desk worth $9.04K as of Q2 2026.
  • ORG Wealth Partners left its Trade Desk share count unchanged in Q2 2026.
  • Trade Desk made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #544 holding.
  • ORG Wealth Partners first reported a position in Trade Desk in Q1 2026 and has held it in 2 quarters since.
  • ORG Wealth Partners's Trade Desk position peaked at $11.3K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.