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Sequoia Financial Advisors’s Trade Desk TTD Stock Holding History

Sequoia Financial Advisors’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 		$325K Sell
17,959
-6,080
-25% -$129K ﹤0.01% 1617
2026
Q1 		$545K Buy
24,039
+12,392
+106% +$358K ﹤0.01% 1229
2025
Q4 		$442K Sell
11,647
-936
-7% -$41.5K ﹤0.01% 1345
2025
Q3 		$617K Sell
12,583
-2,136
-15% -$136K ﹤0.01% 1024
2025
Q2 		$1.06M Buy
14,719
+2,197
+18% +$140K 0.01% 666
2025
Q1 		$685K Sell
12,522
-688
-5% -$62.2K 0.01% 745
2024
Q4 		$1.55M Buy
13,210
+1,442
+12% +$178K 0.01% 470
2024
Q3 		$1.29M Buy
11,768
+70
+0.6% +$6.98K 0.01% 472
2024
Q2 		$1.14M Buy
11,698
+1,438
+14% +$130K 0.01% 456
2024
Q1 		$897K Buy
10,260
+1,728
+20% +$131K 0.01% 500
2023
Q4 		$614K Buy
8,532
+583
+7% +$42.8K 0.01% 677
2023
Q3 		$621K Sell
7,949
-213
-3% -$17.2K 0.01% 449
2023
Q2 		$630K Buy
8,162
+390
+5% +$26.4K 0.01% 453
2023
Q1 		$473K Sell
7,772
-7,972
-51% -$424K 0.01% 476
2022
Q4 		$706K Buy
15,744
+3,334
+27% +$169K 0.02% 363
2022
Q3 		$741K Buy
12,410
+51
+0.4% +$2.9K 0.02% 243
2022
Q2 		$518K Sell
12,359
-6,090
-33% -$334K 0.01% 318
2022
Q1 		$1.28M Buy
18,449
+806
+5% +$58.2K 0.03% 227
2021
Q4 		$1.62M Buy
+17,643
New +$1.55M 0.04% 198
2021
Q3 		– Sell
-5,573
Closed -$431K – 435
2021
Q2 		$431K Buy
+5,573
New +$356K 0.02% 303
2020
Q4 		– Sell
-4,050
Closed -$210K – 431
2020
Q3 		$210K Buy
+4,050
New +$185K 0.01% 362

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sequoia Financial Advisors's TTD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Trade Desk (TTD) stake by 25% in Q2 2026, selling an estimated $129K and leaving 17,959 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Sequoia Financial Advisors first reported a position in TTD in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.62M in Q4 2021. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Sequoia Financial Advisors held 17,959 shares of Trade Desk worth $325K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,080 Trade Desk shares in Q2 2026, an estimated $129K.
  • Trade Desk made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1617 holding.
  • Sequoia Financial Advisors first reported a position in Trade Desk in Q3 2020 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Trade Desk position peaked at $1.62M in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.