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Summit Securities Group’s Trade Desk TTD Stock Holding History

Summit Securities Group’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
-10,000
Closed -$380K – 1380
2025
Q4 		$380K Sell
10,000
-6,000
-38% -$266K 0.05% 234
2025
Q3 		$784K Buy
+16,000
New +$1.02M 0.16% 127
2022
Q1 		– Sell
-2,000
Closed -$183K – 1358
2021
Q4 		$183K Buy
+2,000
New +$175K 0.01% 616

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 Securities Group's TTD Position: Q1 2026 in Review

Summit Securities Group reduced its Trade Desk (TTD) stake by 89% in Q1 2026, selling an estimated $16.8K and leaving 72 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Summit Securities Group first reported a position in TTD in Q1 2021 and has held it in 9 quarters since. The position peaked at $652K in Q1 2021. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Summit Securities Group held 72 shares of Trade Desk worth $1.63K as of Q1 2026.
  • Summit Securities Group sold 582 Trade Desk shares in Q1 2026, an estimated $16.8K.
  • Trade Desk made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #964 holding.
  • Summit Securities Group first reported a position in Trade Desk in Q1 2021 and has held it in 9 quarters since.
  • Summit Securities Group's Trade Desk position peaked at $652K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.