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
2025 Q3	–	Hold	0	–	-$648K	–	663
2025 Q2	–	Hold	0	–	–	–	331
2024 Q2	–	Hold	0	–	-$17.5K	–	605
2024 Q1	–	Hold	0	–	–	–	472
2020 Q4	–	Sell	-5,000	Closed	-$259K	–	365
2020 Q3	$259K	Hold	5,000	–	–	0.03%	230
2020 Q2	$203K	Buy	+5,000	New	+$151K	0.03%	229

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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. 774 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.
774 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.