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Sowell Financial Services’s Trade Desk TTD Stock Holding History

Sowell Financial Services’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 		– Sell
-7,979
Closed -$303K – 1187
2025
Q4 		$303K Sell
7,979
-550
-6% -$24.4K 0.01% 829
2025
Q3 		$418K Buy
8,529
+5,392
+172% +$342K 0.02% 687
2025
Q2 		$226K Buy
+3,137
New +$200K 0.01% 907
2024
Q4 		– Sell
-14,660
Closed -$1.61M – 603
2024
Q3 		$1.61M Buy
14,660
+1,162
+9% +$116K 0.07% 272
2024
Q2 		$1.32M Buy
+13,498
New +$1.22M 0.06% 292
2024
Q1 		– Sell
-11,392
Closed -$820K – 586
2023
Q4 		$820K Buy
+11,392
New +$837K 0.04% 360
2023
Q3 		– Sell
-10,817
Closed -$835K – 597
2023
Q2 		$835K Buy
10,817
+5,060
+88% +$342K 0.05% 384
2023
Q1 		$351K Sell
5,757
-6,900
-55% -$367K 0.03% 520
2022
Q4 		$567K Buy
+12,657
New +$642K 0.04% 409
2022
Q1 		– Sell
-18,550
Closed -$1.7M – 496
2021
Q4 		$1.7M Buy
18,550
+3,464
+23% +$303K 0.1% 227
2021
Q3 		$1.06M Buy
+15,086
New +$1.17M 0.07% 285
2021
Q2 		– Sell
-5,130
Closed -$314K – 2547
2021
Q1 		$314K Sell
5,130
-1,180
-19% -$91.2K 0.01% 829
2020
Q4 		$505K Buy
6,310
+1,630
+35% +$123K 0.02% 519
2020
Q3 		$243K Buy
4,680
+910
+24% +$41.6K 0.01% 673
2020
Q2 		$153K Buy
3,770
+2,040
+118% +$61.5K 0.01% 818
2020
Q1 		$33K Sell
1,730
-610
-26% -$15.8K ﹤0.01% 1205
2019
Q4 		$61K Buy
2,340
+1,330
+132% +$29.9K ﹤0.01% 1086
2019
Q3 		$19K Buy
+1,010
New +$24K ﹤0.01% 1303

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sowell Financial Services's TTD Position: Q1 2026 in Review

Sowell Financial Services sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 7,979 shares — an estimated $303K sold.

Sowell Financial Services first reported a position in TTD in Q3 2019 and held it in 18 quarters. The position peaked at $1.7M in Q4 2021. 777 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Sowell Financial Services reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,979 Trade Desk shares in Q1 2026, an estimated $303K.
  • Sowell Financial Services first reported a position in Trade Desk in Q3 2019 and held it in 18 quarters.
  • Sowell Financial Services's Trade Desk position peaked at $1.7M in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.