Peterson Wealth Services’s Trade Desk TTD Stock Holding History

Peterson 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 Q2	$669	Hold	37	–	–	﹤0.01%	242
2026 Q1	$840	Hold	37	–	–	﹤0.01%	212
2025 Q4	$1.41K	Sell	37 -330	-90%	-$14.6K	﹤0.01%	208
2025 Q3	$478K	Sell	367 -8,618	-96%	-$547K	0.12%	99
2025 Q2	$647K	Sell	8,985 -7	-0.1%	-$447	0.18%	84
2025 Q1	$492K	Buy	8,992 +190	+2%	+$17.2K	0.15%	94
2024 Q4	$1.03M	Sell	8,802 -671	-7%	-$83K	0.31%	62
2024 Q3	$1.04M	Buy	9,473 +989	+12%	+$98.7K	0.33%	65
2024 Q2	$829K	Buy	8,484 +871	+11%	+$78.6K	0.29%	70
2024 Q1	$666K	Buy	+7,613	New	+$577K	0.24%	78

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peterson Wealth Services's TTD Position: Q2 2026 in Review

Peterson Wealth Services held its Trade Desk (TTD) position steady in Q2 2026 at 37 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Peterson Wealth Services first reported a position in TTD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 239 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Peterson Wealth Services held 37 shares of Trade Desk worth $669 as of Q2 2026.
Peterson Wealth Services left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #242 holding.
Peterson Wealth Services first reported a position in Trade Desk in Q1 2024 and has held it in 10 quarters since.
Peterson Wealth Services's Trade Desk position peaked at $1.04M in Q3 2024.
239 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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