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Root Financial Partners’s Trade Desk TTD Stock Holding History

Root Financial Partners’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
-1,319
Closed -$29.9K – 2979
2026
Q1 		$29.9K Buy
1,319
+906
+219% +$26.2K ﹤0.01% 1120
2025
Q4 		$15.7K Sell
413
-125
-23% -$5.54K ﹤0.01% 1292
2025
Q3 		$26.4K Buy
+538
New +$34.1K ﹤0.01% 971

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Root Financial Partners's TTD Position: Q2 2026 in Review

Root Financial Partners sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 1,319 shares — an estimated $29.9K sold.

Root Financial Partners first reported a position in TTD in Q3 2025 and held it in 3 quarters. The position peaked at $29.9K in Q1 2026. 208 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Root Financial Partners reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,319 Trade Desk shares in Q2 2026, an estimated $29.9K.
  • Root Financial Partners first reported a position in Trade Desk in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Trade Desk position peaked at $29.9K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.