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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
Q2 		$8.5K Buy
470
+136
+41% +$2.89K ﹤0.01% 2128
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

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's TTD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Trade Desk (TTD) stake by 41% in Q2 2026, buying an estimated $2.89K and bringing the position to 470 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Pinnacle Wealth Planning Services first reported a position in TTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 470 shares of Trade Desk worth $8.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 136 Trade Desk shares in Q2 2026, an estimated $2.89K.
  • Trade Desk made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2128 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trade Desk in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Trade Desk position peaked at $15K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.