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Roxbury Financial’s Trade Desk TTD Stock Holding History

Roxbury Financial’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
Q1 		– Sell
-1,024
Closed -$38.9K – 407
2025
Q4 		$38.9K Sell
1,024
-2,749
-73% -$122K 0.03% 204
2025
Q3 		$185K Sell
3,773
-347
-8% -$22K 0.17% 92
2025
Q2 		$297K Buy
4,120
+4,093
+15,159% +$261K 0.29% 66
2025
Q1 		$1.9K Hold
27
– – ﹤0.01% 318
2024
Q4 		$3.47K Buy
+27
New +$3.34K ﹤0.01% 342

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Roxbury Financial's TTD Position: Q1 2026 in Review

Roxbury Financial sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 1,024 shares — an estimated $38.9K sold.

Roxbury Financial first reported a position in TTD in Q4 2024 and held it in 5 quarters. The position peaked at $297K in Q2 2025. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Roxbury Financial reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Roxbury Financial sold 1,024 Trade Desk shares in Q1 2026, an estimated $38.9K.
  • Roxbury Financial first reported a position in Trade Desk in Q4 2024 and held it in 5 quarters.
  • Roxbury Financial's Trade Desk position peaked at $297K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Roxbury Financial's 13F filing for Q1 2026, filed 17 Apr 2026.