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Smallwood Wealth Investment Management’s Trade Desk TTD Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-100
Closed -$2.27K – 549
2026
Q1 		$2.27K Hold
100
– – ﹤0.01% 404
2025
Q4 		$3.8K Hold
100
– – ﹤0.01% 368
2025
Q3 		$4.9K Sell
100
-100
-50% -$6.34K ﹤0.01% 352
2025
Q2 		$14.4K Hold
200
– – 0.01% 282
2025
Q1 		$10.9K Buy
+200
New +$18.1K 0.01% 300

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Smallwood Wealth Investment Management's TTD Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 100 shares — an estimated $2.27K sold.

Smallwood Wealth Investment Management first reported a position in TTD in Q1 2025 and held it in 5 quarters. The position peaked at $14.4K in Q2 2025. 239 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 100 Trade Desk shares in Q2 2026, an estimated $2.27K.
  • Smallwood Wealth Investment Management first reported a position in Trade Desk in Q1 2025 and held it in 5 quarters.
  • Smallwood Wealth Investment Management's Trade Desk position peaked at $14.4K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.