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Twin Peaks Wealth Advisors’s Trade Desk TTD Stock Holding History

Twin Peaks Wealth 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 		$12.1K Buy
+532
New +$15.4K ﹤0.01% 959
2025
Q3 		– Sell
-393
Closed -$20.9K – 1977
2025
Q2 		$20.9K Buy
+393
New +$25.1K 0.01% 589

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

Twin Peaks Wealth Advisors's TTD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Trade Desk (TTD) in Q1 2026: 532 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TTD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TTD in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.9K in Q2 2025. 773 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 532 shares of Trade Desk worth $12.1K as of Q1 2026.
  • Trade Desk was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Trade Desk made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #959 holding.
  • Twin Peaks Wealth Advisors first reported a position in Trade Desk in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Trade Desk position peaked at $20.9K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.