Private Wealth Asset Management’s Trade Desk TTD Stock Holding History

Private Wealth Asset Management’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	$9.04K	Hold	500	–	–	﹤0.01%	723
2026 Q1	$11.3K	Sell	500 -3	-0.6%	-$87	﹤0.01%	676
2025 Q4	$19.1K	Hold	503	–	–	﹤0.01%	566
2025 Q3	$24.7K	Hold	503	–	–	﹤0.01%	498
2025 Q2	$36.2K	Sell	503 -9	-2%	-$575	﹤0.01%	442
2025 Q1	$28K	Buy	+512	New	+$46.3K	﹤0.01%	456

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Private Wealth Asset Management's TTD Position: Q2 2026 in Review

Private Wealth Asset Management held its Trade Desk (TTD) position steady in Q2 2026 at 500 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Private Wealth Asset Management first reported a position in TTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.2K in Q2 2025. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Private Wealth Asset Management held 500 shares of Trade Desk worth $9.04K as of Q2 2026.
Private Wealth Asset Management left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #723 holding.
Private Wealth Asset Management first reported a position in Trade Desk in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Trade Desk position peaked at $36.2K in Q2 2025.
681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.