Root Financial Partners
TTD icon

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
Q3 		$15.9K Buy
+1,309
New +$20.5K ﹤0.01% 1672
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's TTD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Trade Desk (TTD) in Q3 2026: 1,309 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TTD as recently as Q1 2026.

Root Financial Partners first reported a position in TTD in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.9K in Q1 2026. 498 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Root Financial Partners held 1,309 shares of Trade Desk worth $15.9K as of Q3 2026.
  • Trade Desk was a new Root Financial Partners position in Q3 2026.
  • Trade Desk made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1672 holding.
  • Root Financial Partners first reported a position in Trade Desk in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Trade Desk position peaked at $29.9K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.