TWM
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Tradition Wealth Management’s Trade Desk TTD Stock Holding History

Tradition Wealth Management’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
-6,076
Closed -$231K – 544
2025
Q4 		$231K Buy
6,076
+89
+1% +$3.94K 0.02% 437
2025
Q3 		$293K Buy
5,987
+2
+0% +$127 0.02% 378
2025
Q2 		$431K Sell
5,985
-364
-6% -$23.2K 0.03% 287
2025
Q1 		$347K Buy
6,349
+150
+2% +$13.6K 0.03% 313
2024
Q4 		$729K Buy
6,199
+4,219
+213% +$522K 0.06% 201
2024
Q3 		$217K Buy
+1,980
New +$198K 0.02% 383
2024
Q1 		– Sell
-1,890
Closed -$136K – 1123
2023
Q4 		$136K Hold
1,890
– – 0.01% 391
2023
Q3 		$148K Hold
1,890
– – 0.02% 349
2023
Q2 		$146K Buy
1,890
+24
+1% +$1.62K 0.02% 370
2023
Q1 		$114K Sell
1,866
-7
-0.4% -$373 0.01% 411
2022
Q4 		$84K Sell
1,873
-493
-21% -$25K 0.01% 414
2022
Q3 		$141K Buy
2,366
+346
+17% +$19.7K 0.02% 308
2022
Q2 		$85K Sell
2,020
-700
-26% -$38.3K 0.01% 380
2022
Q1 		$188K Sell
2,720
-19
-0.7% -$1.37K 0.02% 305
2021
Q4 		$251K Buy
2,739
+19
+0.7% +$1.66K 0.03% 271
2021
Q3 		$191K Hold
2,720
– – 0.03% 283
2021
Q2 		$210K Buy
2,720
+2,200
+423% +$141K 0.03% 277
2021
Q1 		$34K Hold
520
– – 0.01% 526
2020
Q4 		$42K Buy
+520
New +$39.3K 0.01% 443

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

Tradition Wealth Management's TTD Position: Q1 2026 in Review

Tradition Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,076 shares — an estimated $231K sold.

Tradition Wealth Management first reported a position in TTD in Q4 2020 and held it in 19 quarters. The position peaked at $729K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Tradition Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 6,076 Trade Desk shares in Q1 2026, an estimated $231K.
  • Tradition Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 19 quarters.
  • Tradition Wealth Management's Trade Desk position peaked at $729K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.