TFA
TTD icon

Teamwork Financial Advisors’s Trade Desk TTD Stock Holding History

Teamwork Financial 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 		– Sell
-49,883
Closed -$1.89M – 236
2025
Q4 		$1.89M Buy
49,883
+26,625
+114% +$1.18M 0.19% 79
2025
Q3 		$1.14M Buy
23,258
+5,807
+33% +$368K 0.12% 96
2025
Q2 		$1.26M Sell
17,451
-5,812
-25% -$371K 0.15% 94
2025
Q1 		$1.27M Buy
23,263
+11,032
+90% +$998K 0.17% 79
2024
Q4 		$1.44M Sell
12,231
-685
-5% -$84.8K 0.19% 74
2024
Q3 		$1.42M Sell
12,916
-2,302
-15% -$230K 0.2% 63
2024
Q2 		$1.49M Sell
15,218
-11,039
-42% -$996K 0.22% 61
2024
Q1 		$2.3M Sell
26,257
-16,161
-38% -$1.22M 0.35% 53
2023
Q4 		$3.05M Buy
42,418
+182
+0.4% +$13.4K 0.52% 38
2023
Q3 		$3.3M Sell
42,236
-717
-2% -$58K 0.54% 40
2023
Q2 		$3.32M Sell
42,953
-919
-2% -$62.2K 0.54% 39
2023
Q1 		$2.67M Sell
43,872
-1,359
-3% -$72.3K 0.49% 42
2022
Q4 		$2.03M Sell
45,231
-18,573
-29% -$942K 0.41% 41
2022
Q3 		$3.81M Buy
63,804
+26,783
+72% +$1.52M 0.82% 23
2022
Q2 		$1.55M Sell
37,021
-51,841
-58% -$2.84M 0.34% 60
2022
Q1 		$6.15M Sell
88,862
-39,273
-31% -$2.84M 1.15% 11
2021
Q4 		$11.7M Sell
128,135
-929
-0.7% -$81.4K 2.16% 5
2021
Q3 		$9.07M Buy
129,064
+10,076
+8% +$779K 1.79% 9
2021
Q2 		$9.21M Buy
118,988
+47,528
+67% +$3.04M 1.88% 9
2021
Q1 		$4.66M Sell
71,460
-247,690
-78% -$19.1M 1.09% 16
2020
Q4 		$25.6M Buy
319,150
+8,530
+3% +$644K 6.08% 3
2020
Q3 		$16.1M Buy
310,620
+20,630
+7% +$942K 4.99% 4
2020
Q2 		$11.8M Sell
289,990
-77,600
-21% -$2.34M 4.22% 3
2020
Q1 		$7.09M Buy
367,590
+218,470
+147% +$5.65M 4.4% 3
2019
Q4 		$3.87M Buy
+149,120
New +$3.36M 2.32% 6

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

Teamwork Financial Advisors's TTD Position: Q1 2026 in Review

Teamwork Financial Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 49,883 shares — an estimated $1.89M sold.

Teamwork Financial Advisors first reported a position in TTD in Q4 2019 and held it in 25 quarters. The position peaked at $25.6M in Q4 2020. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Teamwork Financial Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 49,883 Trade Desk shares in Q1 2026, an estimated $1.89M.
  • Teamwork Financial Advisors first reported a position in Trade Desk in Q4 2019 and held it in 25 quarters.
  • Teamwork Financial Advisors's Trade Desk position peaked at $25.6M in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Teamwork Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.