Summit Securities Group’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
– 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

Summit Securities Group's TTD Position: Q2 2026 in Review

Summit Securities Group increased its Trade Desk (TTD) stake by 38% in Q2 2026, buying an estimated $573 and bringing the position to 99 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Summit Securities Group first reported a position in TTD in Q1 2021 and has held it in 10 quarters since. The position peaked at $652K in Q1 2021. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Summit Securities Group held 99 shares of Trade Desk worth $1.79K as of Q2 2026.
  • Summit Securities Group bought 27 Trade Desk shares in Q2 2026, an estimated $573.
  • Trade Desk made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1095 holding.
  • Summit Securities Group first reported a position in Trade Desk in Q1 2021 and has held it in 10 quarters since.
  • Summit Securities Group's Trade Desk position peaked at $652K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.