Summit Trail Advisors’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
Q2
$1.06M Sell
58,666
-221
-0.4% -$4.69K 0.01% 969
2026
Q1
$1.34M Buy
58,887
+43,416
+281% +$1.25M 0.02% 791
2025
Q4
$587K Sell
15,471
-5,666
-27% -$251K 0.01% 1029
2025
Q3
$1.04M Buy
21,137
+13,706
+184% +$870K 0.01% 813
2025
Q2
$535K Buy
7,431
+3,675
+98% +$235K 0.01% 710
2025
Q1
$206K Sell
3,756
-902
-19% -$81.6K 0.01% 376
2024
Q4
$547K Buy
4,658
+1,105
+31% +$137K 0.02% 203
2024
Q3
$390K Buy
+3,553
New +$354K 0.01% 467
2020
Q4
Sell
-4,980
Closed -$369K 247
2020
Q3
$369K Buy
+4,980
New +$227K 0.07% 130
2018
Q4
Sell
-31,130
Closed -$470K 217
2018
Q3
$470K Buy
31,130
+8,230
+36% +$97.6K 0.1% 107
2018
Q2
$215K Sell
22,900
-76,750
-77% -$541K 0.08% 135
2018
Q1
$405K Buy
99,650
+49,360
+98% +$253K 0.07% 234
2017
Q4
$245K Buy
+50,290
New +$278K 0.03% 366

Other funds holding TTD

Summit Trail Advisors's TTD Position: Q2 2026 in Review

Summit Trail Advisors reduced its Trade Desk (TTD) stake by 0.38% in Q2 2026, selling an estimated $4.69K and leaving 58,666 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #969.

Summit Trail Advisors first reported a position in TTD in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.34M in Q1 2026. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Summit Trail Advisors held 58,666 shares of Trade Desk worth $1.06M as of Q2 2026.
  • Summit Trail Advisors sold 221 Trade Desk shares in Q2 2026, an estimated $4.69K.
  • Trade Desk made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #969 holding.
  • Summit Trail Advisors first reported a position in Trade Desk in Q4 2017 and has held it in 13 quarters since.
  • Summit Trail Advisors's Trade Desk position peaked at $1.34M in Q1 2026.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.