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SHP Wealth Management’s Trade Desk TTD Stock Holding History

SHP Wealth Management’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 		$50.2K Sell
2,212
-826
-27% -$23.8K ﹤0.01% 490
2025
Q4 		$115K Buy
+3,038
New +$135K 0.01% 327

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

SHP Wealth Management's TTD Position: Q1 2026 in Review

SHP Wealth Management reduced its Trade Desk (TTD) stake by 27% in Q1 2026, selling an estimated $23.8K and leaving 2,212 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

SHP Wealth Management first reported a position in TTD in Q4 2025 and has held it in 2 quarters since. The position peaked at $115K in Q4 2025. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • SHP Wealth Management held 2,212 shares of Trade Desk worth $50.2K as of Q1 2026.
  • SHP Wealth Management sold 826 Trade Desk shares in Q1 2026, an estimated $23.8K.
  • Trade Desk made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #490 holding.
  • SHP Wealth Management first reported a position in Trade Desk in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Trade Desk position peaked at $115K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.