Trifecta Capital Advisors’s Trade Desk TTD Stock Holding History

Trifecta Capital 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 Q3	–	Sell	-4	Closed	-$73	–	472
2026 Q2	$73	Buy	+4	New	+$85	﹤0.01%	492
2025 Q4	–	Sell	-510	Closed	-$25K	–	432
2025 Q3	$25K	Hold	510	–	–	﹤0.01%	197
2025 Q2	$36.7K	Hold	510	–	–	0.01%	185
2025 Q1	$27.9K	Hold	510	–	–	0.01%	175
2024 Q4	$59.9K	Hold	510	–	–	0.01%	128
2024 Q3	$55.9K	Hold	510	–	–	0.01%	135
2024 Q2	$49.8K	Hold	510	–	–	0.01%	142
2024 Q1	$44.6K	Hold	510	–	–	0.01%	143
2023 Q4	$36.7K	Hold	510	–	–	0.01%	149
2023 Q3	$39.9K	Hold	510	–	–	0.01%	146
2023 Q2	$39.4K	Hold	510	–	–	0.01%	153
2023 Q1	$31.1K	Hold	510	–	–	0.01%	168
2022 Q4	$22.9K	Buy	+510	New	+$25.9K	0.01%	168

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Trifecta Capital Advisors's TTD Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Trade Desk (TTD) in Q3 2026, closing a stake of 4 shares — an estimated $73 sold.

Trifecta Capital Advisors first reported a position in TTD in Q4 2022 and held it in 13 quarters. The position peaked at $59.9K in Q4 2024. 185 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

Trifecta Capital Advisors reported no remaining Trade Desk position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 4 Trade Desk shares in Q3 2026, an estimated $73.
Trifecta Capital Advisors first reported a position in Trade Desk in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's Trade Desk position peaked at $59.9K in Q4 2024.
185 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.