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Strategic Wealth Partners’s Trade Desk TTD Stock Holding History

Strategic Wealth Partners’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 		$76.4K Sell
3,368
-15
-0.4% -$433 0.01% 438
2025
Q4 		$128K Buy
3,383
+2,473
+272% +$110K 0.01% 374
2025
Q3 		$44.6K Sell
910
-2,574
-74% -$163K ﹤0.01% 575
2025
Q2 		$251K Buy
+3,484
New +$222K 0.02% 295

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Strategic Wealth Partners's TTD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Trade Desk (TTD) stake by 0.44% in Q1 2026, selling an estimated $433 and leaving 3,368 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #438.

Strategic Wealth Partners first reported a position in TTD in Q2 2025 and has held it in 4 quarters since. The position peaked at $251K in Q2 2025. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Strategic Wealth Partners held 3,368 shares of Trade Desk worth $76.4K as of Q1 2026.
  • Strategic Wealth Partners sold 15 Trade Desk shares in Q1 2026, an estimated $433.
  • Trade Desk made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #438 holding.
  • Strategic Wealth Partners first reported a position in Trade Desk in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Trade Desk position peaked at $251K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.