PWMG
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Private Wealth Management Group’s Trade Desk TTD Stock Holding History

Private Wealth Management Group’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 		– Sell
-43
Closed -$976 – 1515
2026
Q1 		$976 Sell
43
-1
-2% -$29 ﹤0.01% 1253
2025
Q4 		$1.67K Sell
44
-125
-74% -$5.54K ﹤0.01% 1145
2025
Q3 		$8.28K Hold
169
– – ﹤0.01% 585
2025
Q2 		$12.2K Buy
169
+29
+21% +$1.85K ﹤0.01% 431
2025
Q1 		$7.66K Sell
140
-85
-38% -$7.69K ﹤0.01% 566
2024
Q4 		$26.4K Hold
225
– – 0.01% 249
2024
Q3 		$24.7K Hold
225
– – 0.01% 250
2024
Q2 		$22K Hold
225
– – 0.01% 261
2024
Q1 		$19.7K Buy
225
+155
+221% +$11.7K 0.01% 274
2023
Q4 		$5.04K Buy
+70
New +$5.14K ﹤0.01% 626

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

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

Private Wealth Management Group sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 43 shares — an estimated $976 sold.

Private Wealth Management Group first reported a position in TTD in Q4 2023 and held it in 10 quarters. The position peaked at $26.4K in Q4 2024. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Private Wealth Management Group reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 43 Trade Desk shares in Q2 2026, an estimated $976.
  • Private Wealth Management Group first reported a position in Trade Desk in Q4 2023 and held it in 10 quarters.
  • Private Wealth Management Group's Trade Desk position peaked at $26.4K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.