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Summit Financial’s Trade Desk TTD Stock Holding History

Summit Financial’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 		$205K Buy
9,054
+880
+11% +$25.4K ﹤0.01% 1339
2025
Q4 		$310K Sell
8,174
-1,239
-13% -$54.9K ﹤0.01% 1075
2025
Q3 		$461K Sell
9,413
-1,613
-15% -$102K 0.01% 908
2025
Q2 		$794K Sell
11,026
-714
-6% -$45.6K 0.02% 460
2025
Q1 		$642K Buy
11,740
+8,672
+283% +$785K 0.02% 454
2024
Q4 		$361K Buy
3,068
+1,017
+50% +$126K 0.01% 499
2024
Q3 		$225K Sell
2,051
-231
-10% -$23K 0.01% 501
2024
Q2 		$223K Buy
+2,282
New +$206K 0.01% 459

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

Summit Financial's TTD Position: Q1 2026 in Review

Summit Financial increased its Trade Desk (TTD) stake by 11% in Q1 2026, buying an estimated $25.4K and bringing the position to 9,054 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Summit Financial first reported a position in TTD in Q2 2024 and has held it in 8 quarters since. The position peaked at $794K in Q2 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Summit Financial held 9,054 shares of Trade Desk worth $205K as of Q1 2026.
  • Summit Financial bought 880 Trade Desk shares in Q1 2026, an estimated $25.4K.
  • Trade Desk made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1339 holding.
  • Summit Financial first reported a position in Trade Desk in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Trade Desk position peaked at $794K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.