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Pinnacle Wealth Planning Services’s Trade Desk TTD Stock Holding History

Pinnacle Wealth Planning 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 		$7.58K Sell
334
-61
-15% -$1.76K ﹤0.01% 2119
2025
Q4 		$15K Buy
+395
New +$17.5K ﹤0.01% 1847

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's TTD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Trade Desk (TTD) stake by 15% in Q1 2026, selling an estimated $1.76K and leaving 334 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Pinnacle Wealth Planning Services first reported a position in TTD in Q4 2025 and has held it in 2 quarters since. The position peaked at $15K in Q4 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 334 shares of Trade Desk worth $7.58K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 61 Trade Desk shares in Q1 2026, an estimated $1.76K.
  • Trade Desk made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2119 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trade Desk in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Trade Desk position peaked at $15K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.