SAG
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SageView Advisory Group’s Trade Desk TTD Stock Holding History

SageView Advisory 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 		$833K Buy
46,085
+77
+0.2% +$1.64K 0.03% 271
2026
Q1 		$1.04M Buy
46,008
+4,531
+11% +$131K 0.04% 228
2025
Q4 		$1.57M Sell
41,477
-351
-0.8% -$15.6K 0.05% 192
2025
Q3 		$2.05M Sell
41,828
-223
-0.5% -$14.2K 0.07% 150
2025
Q2 		$3.72M Sell
42,051
-211
-0.5% -$13.5K 0.14% 87
2025
Q1 		$2.31M Sell
42,262
-686
-2% -$62.1K 0.1% 114
2024
Q4 		$5.05M Buy
42,948
+619
+1% +$76.6K 0.22% 57
2024
Q3 		$4.64M Sell
42,329
-3,541
-8% -$353K 0.24% 56
2024
Q2 		$4.48M Buy
45,870
+38,371
+512% +$3.46M 0.21% 63
2024
Q1 		$1.31M Sell
7,499
-35,236
-82% -$2.67M 0.07% 164
2023
Q4 		$2.96M Buy
42,735
+3,411
+9% +$251K 0.13% 101
2023
Q3 		$3.07M Buy
39,324
+47
+0.1% +$3.8K 0.18% 79
2023
Q2 		$3.03M Buy
39,277
+96
+0.2% +$6.5K 0.17% 83
2023
Q1 		$2.39M Buy
39,181
+21
+0.1% +$1.12K 0.15% 99
2022
Q4 		$1.76M Buy
+39,160
New +$1.99M 0.14% 105

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

SageView Advisory Group's TTD Position: Q2 2026 in Review

SageView Advisory Group increased its Trade Desk (TTD) stake by 0.17% in Q2 2026, buying an estimated $1.64K and bringing the position to 46,085 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #271.

SageView Advisory Group first reported a position in TTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.05M in Q4 2024. 685 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • SageView Advisory Group held 46,085 shares of Trade Desk worth $833K as of Q2 2026.
  • SageView Advisory Group bought 77 Trade Desk shares in Q2 2026, an estimated $1.64K.
  • Trade Desk made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #271 holding.
  • SageView Advisory Group first reported a position in Trade Desk in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Trade Desk position peaked at $5.05M in Q4 2024.
  • 685 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.