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SteelPeak Wealth’s Trade Desk TTD Stock Holding History

SteelPeak Wealth’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
-8,361
Closed -$317K – 648
2025
Q4 		$317K Sell
8,361
-86
-1% -$3.81K 0.01% 423
2025
Q3 		$414K Buy
8,447
+7
+0.1% +$444 0.01% 419
2025
Q2 		$608K Buy
+8,440
New +$539K 0.02% 339
2025
Q1 		– Sell
-1,836
Closed -$216K – 681
2024
Q4 		$216K Sell
1,836
-1,059
-37% -$131K 0.01% 475
2024
Q3 		$317K Buy
2,895
+743
+35% +$74.1K 0.01% 383
2024
Q2 		$210K Sell
2,152
-248
-10% -$22.4K 0.01% 457
2024
Q1 		$210K Buy
+2,400
New +$182K 0.01% 424
2023
Q4 		– Sell
-8,287
Closed -$648K – 505
2023
Q3 		$648K Sell
8,287
-3,035
-27% -$245K 0.04% 220
2023
Q2 		$874K Buy
11,322
+1,470
+15% +$99.5K 0.05% 194
2023
Q1 		$600K Buy
9,852
+1,458
+17% +$77.6K 0.04% 220
2022
Q4 		$376K Sell
8,394
-310
-4% -$15.7K 0.03% 279
2022
Q3 		$520K Sell
8,704
-1,092
-11% -$62.1K 0.04% 240
2022
Q2 		$410K Sell
9,796
-5,038
-34% -$276K 0.03% 278
2022
Q1 		$1.03M Buy
14,834
+6,571
+80% +$475K 0.06% 188
2021
Q4 		$757K Sell
8,263
-7,278
-47% -$637K 0.04% 200
2021
Q3 		$1.09M Buy
15,541
+263
+2% +$20.3K 0.07% 159
2021
Q2 		$1.18M Buy
15,278
+6,688
+78% +$427K 0.08% 162
2021
Q1 		$560K Buy
8,590
+3,110
+57% +$240K 0.04% 221
2020
Q4 		$439K Buy
5,480
+1,570
+40% +$119K 0.04% 224
2020
Q3 		$203K Buy
3,910
+610
+18% +$27.9K 0.02% 254
2020
Q2 		$134K Buy
+3,300
New +$99.5K 0.02% 238

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

SteelPeak Wealth's TTD Position: Q1 2026 in Review

SteelPeak Wealth sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 8,361 shares — an estimated $317K sold.

SteelPeak Wealth first reported a position in TTD in Q2 2020 and held it in 21 quarters. The position peaked at $1.18M in Q2 2021. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • SteelPeak Wealth reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 8,361 Trade Desk shares in Q1 2026, an estimated $317K.
  • SteelPeak Wealth first reported a position in Trade Desk in Q2 2020 and held it in 21 quarters.
  • SteelPeak Wealth's Trade Desk position peaked at $1.18M in Q2 2021.
  • 776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.