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Summit Trail Advisors’s Trade Desk TTD Stock Holding History

Summit Trail Advisors’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 		$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

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 Trail Advisors's TTD Position: Q1 2026 in Review

Summit Trail Advisors increased its Trade Desk (TTD) stake by 281% in Q1 2026, buying an estimated $1.25M and bringing the position to 58,887 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #791.

Summit Trail Advisors first reported a position in TTD in Q4 2017 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Summit Trail Advisors held 58,887 shares of Trade Desk worth $1.34M as of Q1 2026.
  • Summit Trail Advisors bought 43,416 Trade Desk shares in Q1 2026, an estimated $1.25M.
  • Trade Desk made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #791 holding.
  • Summit Trail Advisors first reported a position in Trade Desk in Q4 2017 and has held it in 12 quarters since.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.