Physician Wealth Advisors’s Trade Desk TTD Stock Holding History

Physician Wealth Advisors’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	$1.05K	Sell	58 -80	-58%	-$1.7K	﹤0.01%	1818
2026 Q1	$3.13K	Buy	138 +113	+452%	+$3.26K	﹤0.01%	1165
2025 Q4	$949	Sell	25 -95	-79%	-$4.21K	﹤0.01%	1653
2025 Q3	$5.88K	Sell	120 -24	-17%	-$1.52K	﹤0.01%	881
2025 Q2	$10.4K	Buy	144 +13	+10%	+$830	﹤0.01%	641
2025 Q1	$7.17K	Buy	131 +15	+13%	+$1.36K	﹤0.01%	669
2024 Q4	$13.6K	Buy	+116	New	+$14.4K	﹤0.01%	582

Other funds holding TTD

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Physician Wealth Advisors's TTD Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Trade Desk (TTD) stake by 58% in Q2 2026, selling an estimated $1.7K and leaving 58 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Physician Wealth Advisors first reported a position in TTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6K in Q4 2024. 250 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Physician Wealth Advisors held 58 shares of Trade Desk worth $1.05K as of Q2 2026.
Physician Wealth Advisors sold 80 Trade Desk shares in Q2 2026, an estimated $1.7K.
Trade Desk made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1818 holding.
Physician Wealth Advisors first reported a position in Trade Desk in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Trade Desk position peaked at $13.6K in Q4 2024.
250 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.