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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
Q2 		$38.7K Sell
2,139
-73
-3% -$1.55K ﹤0.01% 606
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

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

SHP Wealth Management's TTD Position: Q2 2026 in Review

SHP Wealth Management reduced its Trade Desk (TTD) stake by 3.3% in Q2 2026, selling an estimated $1.55K and leaving 2,139 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

SHP Wealth Management first reported a position in TTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • SHP Wealth Management held 2,139 shares of Trade Desk worth $38.7K as of Q2 2026.
  • SHP Wealth Management sold 73 Trade Desk shares in Q2 2026, an estimated $1.55K.
  • Trade Desk made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #606 holding.
  • SHP Wealth Management first reported a position in Trade Desk in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Trade Desk position peaked at $115K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.