Steward Partners Investment Advisory’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$405K Buy
17,841
+2,637
+17% +$76.1K ﹤0.01% 1625
2025
Q4
$577K Sell
15,204
-1,740
-10% -$77.1K ﹤0.01% 1338
2025
Q3
$830K Buy
16,944
+5,866
+53% +$372K ﹤0.01% 1129
2025
Q2
$798K Sell
11,078
-382
-3% -$24.4K 0.01% 1080
2025
Q1
$627K Sell
11,460
-2,337
-17% -$211K 0.01% 1119
2024
Q4
$1.62M Buy
13,797
+4,812
+54% +$595K 0.01% 703
2024
Q3
$985K Buy
8,985
+1,108
+14% +$111K 0.01% 857
2024
Q2
$769K Buy
7,877
+211
+3% +$19K 0.01% 905
2024
Q1
$670K Buy
7,666
+414
+6% +$31.4K 0.01% 939
2023
Q4
$522K Buy
7,252
+798
+12% +$58.6K 0.01% 982
2023
Q3
$504K Sell
6,454
-1,307
-17% -$106K 0.01% 919
2023
Q2
$599K Sell
7,761
-1,879
-19% -$127K 0.01% 873
2023
Q1
$587K Buy
9,640
+9
+0.1% +$479 0.01% 864
2022
Q4
$432K Sell
9,631
-541
-5% -$27.4K 0.01% 959
2022
Q3
$608K Sell
10,172
-680
-6% -$38.7K 0.01% 794
2022
Q2
$455K Sell
10,852
-19
-0.2% -$1.04K 0.01% 882
2022
Q1
$753K Sell
10,871
-1,784
-14% -$129K 0.01% 783
2021
Q4
$1.16M Buy
12,655
+4,166
+49% +$365K 0.02% 643
2021
Q3
$597K Buy
8,489
+1,802
+27% +$139K 0.01% 849
2021
Q2
$517K Sell
6,687
-5,073
-43% -$324K 0.01% 915
2021
Q1
$766K Buy
11,760
+6,040
+106% +$467K 0.01% 737
2020
Q4
$458K Sell
5,720
-740
-11% -$55.9K 0.01% 782
2020
Q3
$335K Buy
6,460
+5,280
+447% +$241K 0.01% 781
2020
Q2
$48K Buy
1,180
+610
+107% +$18.4K ﹤0.01% 1433
2020
Q1
$11K Sell
570
-500
-47% -$12.9K ﹤0.01% 1834
2019
Q4
$27K Sell
1,070
-1,980
-65% -$44.6K ﹤0.01% 1677
2019
Q3
$57K Sell
3,050
-1,380
-31% -$32.8K ﹤0.01% 1303
2019
Q2
$100K Buy
+4,430
New +$95.2K ﹤0.01% 1061
2018
Q4
Sell
-300
Closed -$5K 2058
2018
Q3
$5K Sell
300
-4,000
-93% -$47.4K ﹤0.01% 2142
2018
Q2
$40K Buy
4,300
+300
+8% +$2.11K ﹤0.01% 1193
2018
Q1
$19K Buy
+4,000
New +$20.5K ﹤0.01% 1354

Other funds holding TTD

Steward Partners Investment Advisory's TTD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Trade Desk (TTD) stake by 17% in Q1 2026, buying an estimated $76.1K and bringing the position to 17,841 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Steward Partners Investment Advisory first reported a position in TTD in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Steward Partners Investment Advisory held 17,841 shares of Trade Desk worth $405K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,637 Trade Desk shares in Q1 2026, an estimated $76.1K.
  • Trade Desk made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1625 holding.
  • Steward Partners Investment Advisory first reported a position in Trade Desk in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Trade Desk position peaked at $1.62M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.