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Plante Moran Financial Advisors’s Trade Desk TTD Stock Holding History

Plante Moran Financial 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 		$4.7K Buy
260
+10
+4% +$212 ﹤0.01% 653
2026
Q1 		$5.67K Hold
250
– – ﹤0.01% 557
2025
Q4 		$9.49K Sell
250
-10
-4% -$443 ﹤0.01% 563
2025
Q3 		$12.7K Buy
260
+10
+4% +$635 ﹤0.01% 524
2025
Q2 		$18K Hold
250
– – ﹤0.01% 486
2025
Q1 		$13.7K Hold
250
– – ﹤0.01% 526
2024
Q4 		$29.4K Hold
250
– – ﹤0.01% 430
2024
Q3 		$27.4K Sell
250
-64
-20% -$6.39K ﹤0.01% 476
2024
Q2 		$30.7K Sell
314
-15
-5% -$1.35K ﹤0.01% 407
2024
Q1 		$28.8K Sell
329
-19
-5% -$1.44K ﹤0.01% 443
2023
Q4 		$25K Buy
348
+98
+39% +$7.2K ﹤0.01% 419
2023
Q3 		$19.5K Sell
250
-28
-10% -$2.26K ﹤0.01% 439
2023
Q2 		$21.5K Buy
278
+28
+11% +$1.9K ﹤0.01% 433
2023
Q1 		$15.2K Hold
250
– – ﹤0.01% 503
2022
Q4 		$11.2K Hold
250
– – ﹤0.01% 564
2022
Q3 		$15K Sell
250
-30
-11% -$1.71K ﹤0.01% 522
2022
Q2 		$12K Buy
280
+30
+12% +$1.64K ﹤0.01% 574
2022
Q1 		$17K Hold
250
– – ﹤0.01% 526
2021
Q4 		$23K Sell
250
-50
-17% -$4.38K ﹤0.01% 529
2021
Q3 		$21K Hold
300
– – ﹤0.01% 560
2021
Q2 		$23K Sell
300
-200
-40% -$12.8K 0.01% 537
2021
Q1 		$33K Hold
500
– – 0.01% 444
2020
Q4 		$40K Sell
500
-1,000
-67% -$75.5K 0.01% 399
2020
Q3 		$78K Buy
1,500
+1,000
+200% +$45.7K 0.03% 260
2020
Q2 		$20K Sell
500
-260
-34% -$7.84K 0.01% 432
2020
Q1 		$15K Buy
760
+610
+407% +$15.8K 0.01% 442
2019
Q4 		$4K Buy
150
+100
+200% +$2.25K ﹤0.01% 644
2019
Q3 		$1K Sell
50
-1,450
-97% -$34.5K ﹤0.01% 826
2019
Q2 		$34K Buy
+1,500
New +$32.2K 0.01% 407

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Plante Moran Financial Advisors's TTD Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Trade Desk (TTD) stake by 4% in Q2 2026, buying an estimated $212 and bringing the position to 260 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Plante Moran Financial Advisors first reported a position in TTD in Q2 2019 and has held it in 29 quarters since. The position peaked at $78K in Q3 2020. 335 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Plante Moran Financial Advisors held 260 shares of Trade Desk worth $4.7K as of Q2 2026.
  • Plante Moran Financial Advisors bought 10 Trade Desk shares in Q2 2026, an estimated $212.
  • Trade Desk made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #653 holding.
  • Plante Moran Financial Advisors first reported a position in Trade Desk in Q2 2019 and has held it in 29 quarters since.
  • Plante Moran Financial Advisors's Trade Desk position peaked at $78K in Q3 2020.
  • 335 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.